Best Investors Account Sign in

Adam Pyle

First Citizens Investor Services, Inc.

San Francisco, CA

Pasadena, CA

Claim This Profile
Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

222 2Nd Street 18Th Floor, San Francisco, CA 94105 • United States

75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • 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
First Republic Bank Palo Alto CA 06/2009 09/2023
First Republic Securities Palo Alto CA 08/2009 09/2023
J.P. Morgan Securities Llc Palo Alto CA 09/2023 11/2025
J.P. Morgan Securities Llc Palo Alto CA 06/2023 11/2025
First Citizens Investor Services Raleigh NC 11/2025 Present
First Citizens Bank San Francisco CA 11/2025 Present
  • 06/2009 → 09/2023
    First Republic Bank
    Palo Alto, CA
  • 08/2009 → 09/2023
    First Republic Securities
    Palo Alto, CA
  • 09/2023 → 11/2025
    J.P. Morgan Securities Llc
    Palo Alto, CA
  • 06/2023 → 11/2025
    J.P. Morgan Securities Llc
    Palo Alto, CA
  • 11/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 11/2025 → Present
    First Citizens Bank
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2006-09-29
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2006-09-29
Other Names
  • Adam Christian Pyle
  • Adam C Pyle

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor