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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-01-20 |
Branch Locations
8510 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 | 04/2016 | Present |
| First Citizens Bank | Raleigh | NC | 04/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 01/2017 | Present |
First Citizens Asset Management, 1230 Main St., Columbia, SC 29201; position is Portfolio Strategist for Institutional Business; start date 1/20/2017; duties are to engage in creating portfolio strategies as needed; 2 hours/month, 2 hours per month during trading hours; 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 | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
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