James Rutledge Carson

Current Employers

Employment History

• 04/2014 → 01/2019
  Bb&T Bank
  Charlotte, NC
• 04/2014 → 02/2021
  Bbtis
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Charlotte, NC
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 02/2021 → 12/2024
  Truist Investment Services, Inc.
  Charlotte, NC
• 12/2020 → 12/2024
  Truist Bank
  Charlotte, NC
• 05/2025 → Present
  First Citizens Investor Services
  Raleigh, NC
• 05/2025 → Present
  First Citizens Bank
  Raleigh, NC
• 12/2024 → 05/2025
  Unemployed
  Fort Mill, SC
• 06/2025 → Present
  Svb Wealth
  Charlotte, NC
• 06/2025 → Present
  First Citizens Asset Management
  Charlotte, NC

Previous Registrations

• 2020-12-11 → 2023-12-15
  Truist Advisory Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2014-04-14 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2010-02-11 → 2013-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Boston, MA
  New York, NY
  New York, NY
  Charlotte, NC
  New York, NY
• 2007-05-21 → 2008-03-10
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) Aspenview Technology Partners; 22056 Arbor Place Drive; Fort Mill SC 29707; Aspenview Technology provides technology services to US based companies through nearshore (Colombia) technology resources. This is a nearshore outsourcing company that focuses on helping companies create efficiencies in their technology resource spend by providing high quality near-shore tech resources. I am a 1099 sales person for the company offering Aspenview Technology nearshore technology resources on a contract basis to US companies. Began 12/01/2024; 4 hrs/month. 2) SVB WEALTH POSITION: Employee NATURE: SVB is an affiliated IA firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/30/2025 ADDRESS: 128 South Tryon Street, Charlotte NC 28202, United States DESCRIPTION: SVB Wealth is an affiliated IA firm 3) FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/30/2025 ADDRESS: 228 South Tryon Street, Charlotte NC 28202, United States DESCRIPTION: FCAM is an affilated IA firm 4) RUSTY'S RODS LLC POSITION: Owner/Co-Owner NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2018 ADDRESS: 22056 Arbor Place Drive, Fort Mill SC 29707, United States DESCRIPTION: I am the sole proprietor of Rusty's Rods LLC. My home based business designs, builds and sells custom fishing rods.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18

Other Names

• Rusty Carson
• Rutledge Carson James
• Rutledge Carson James
• James Rutledge Carson
• James Rutledge Carson