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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-03-17 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-18 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • 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 Investor Services | Raleigh | NC | 01/2022 | Present |
| Pronvest | Chattanooga | TN | 04/2007 | 12/2021 |
| First Citizens Bank | Columbia | SC | 12/2021 | Present |
| First Citizens Asset Management | Raleigh | NC | 03/2022 | Present |
Caters Taters; 6116 Kemberly St. Columbia, SC 29209; Food truck/outdoor concessions; Employee; Began 3/1/13; 8 hours/month; 0 during trading hours; duties are fry cook; not investment related; compensation is per day; business is not a client of the Firm First Citizens Asset Management; 4300 Six Forks Rd. Raleigh, NC 27609; Institutional Consultant' Began 3/14/22; 16 hours per month during trading hours; duties are service and support of institutional client relationships; investment related; compensation is part of salary paid by FCIS; no direct compensation from FCAM; business is not a client of the Firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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