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Jeffrey Paul Winneberger

First Citizens Investor Services, Inc.

Richmond, VA

Raleigh, NC

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-10-09
  • VA RA
    APPROVED
    Since 2019-10-09

Branch Locations

6800 Paragon Place Suite 115, Richmond, VA 23230 • United States

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Williamsburg VA 07/2016 09/2019
Suntrust Investment Services, Inc Atlanta GA 07/2016 09/2019
First Citizens Investor Services Raleigh NC 09/2019 Present
First Citizens Bank Richmond VA 09/2019 Present
  • 07/2016 → 09/2019
    Suntrust Bank
    Williamsburg, VA
  • 07/2016 → 09/2019
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2019 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2019 → Present
    First Citizens Bank
    Richmond, VA
Previous Registrations
  • 2016-08-11 → 2019-08-13
    Truist Advisory Services, Inc.
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
  • 2016-08-02 → 2016-12-31
    Truist Investment Services, Inc.
    Williamsburg, VA
    Williamsburg, VA
    Williamsburg, VA
  • 2006-08-23 → 2015-06-30
    Bb&T Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Colonial Heights, VA
    Williamsburg, VA
    Richmond, VA
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-17
S63 Uniform Securities Agent State Law Examination 2006-04-28
S66 Uniform Combined State Law Examination 2001-03-16
  • S65 Uniform Investment Adviser Law Examination
    2006-08-17
  • S63 Uniform Securities Agent State Law Examination
    2006-04-28
  • S66 Uniform Combined State Law Examination
    2001-03-16
Other Names
  • Jeff Winneberger

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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