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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-22 |
Branch Locations
125 Park Ave Sw, Aiken, SC 29801 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-13 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
Barnwell 10355 Dunbarton Blvd, Barnwell, SC 29812 • United States
125 Park Ave Sw, Aiken, SC 29801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Asset Management | Raleigh | NC | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 03/2017 | 03/2022 |
| At&T | Augusta | GA | 07/2014 | 03/2017 |
| Bank Of America, N.A. | Columbia | SC | 09/2017 | 03/2022 |
| First Citizens Investor Services | Raleigh | NC | 03/2022 | Present |
| First Citizens Asset Management | Raleigh | NC | 05/2026 | Present |
1) Savannah River Site Citizens Advisory Board Member: 1000 Independence Ave SW, Washington, DC 20585: Board Member - Environmental Management: began 3/20/18: 10 hours/month: Non Investment Related: Duties are advising on the disposition and cleanup of nuclear waste in my local community from a nuclear facility. No compensation received: business is not a client of the Firm. 2) FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/22/2026 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: FCAM is an affiliated IA firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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