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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-17 |
Branch Locations
440 South College Road, Wilmington, NC 28403 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Raleigh | NC | 12/2019 | 10/2021 |
| First Citizens Investor Services | Raleigh | NC | 12/2019 | 10/2021 |
| Bangor Savings Bank | Falmouth | ME | 10/2010 | 07/2019 |
| Unemployed | Raleigh | NC | 08/2019 | 11/2019 |
| First Citizens Investor Services | Raleigh | NC | 10/2021 | Present |
| First Citizens Bank | Raleigh | NC | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-31 |
| S66 | Uniform Combined State Law Examination | 2002-11-20 |
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