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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Atlanta | GA | 04/2016 | Present |
| First Citizens Investor Services | Raleigh | NC | 04/2016 | Present |
| First Citizens Asset Management | Atlanta | GA | 12/2016 | Present |
1) Dean Rental Property, 6005 Escher Lane, Mableton, GA 30126; not investment related; Nature of business is to own rental property for rental income. Spencer is the owner and acts as landlord. Start date of business 11/2014; 2 hours/month, 0 hours/month during trading hours. 2) First Citizens Asset Management 1230 Main St. Columbia, SC 29201 Institutional Consultant, began 12/9/16. Investment Related, 16 hours/month during trading hours. Compensation is part of salary paid by FCIS. No direct compensation received by FCAM. 3) LAKESIDE BLISS, LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 8/22/2024 ADDRESS: 106 Louise Lane, Milledgeville GA 31061, United States DESCRIPTION: Rental property owned through Lakeside Bliss, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-15 |
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