Best Investors Account Sign in
Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-06-27
  • NC RA
    APPROVED
    Since 2018-06-27

Branch Locations

2106 Hendersonville Rd, Arden, NC 28704 • United States

128 S Tryon Street, Charlotte, NC 28202 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na Waynesville NC 11/2013 06/2018
Wells Fargo Advisors Llc Waynesville NC 11/2013 11/2016
Wells Fargo Clearing Services, Llc Waynesville NC 11/2016 06/2018
First Citizens Investor Services Raleigh NC 06/2018 Present
  • 11/2013 → 06/2018
    Wells Fargo Bank Na
    Waynesville, NC
  • 11/2013 → 11/2016
    Wells Fargo Advisors Llc
    Waynesville, NC
  • 11/2016 → 06/2018
    Waynesville, NC
  • 06/2018 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-09
S63 Uniform Securities Agent State Law Examination 2007-05-15
  • S65 Uniform Investment Adviser Law Examination
    2008-07-09
  • S63 Uniform Securities Agent State Law Examination
    2007-05-15
Other Names
  • Kevin C Renz

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Arden, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor