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Jonathan James Derra

First Citizens Investor Services, Inc.

Raleigh, NC

Phoenix, AZ

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-11-16
  • AZ RA
    APPROVED
    Since 2023-11-16

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

Phoenix, AZ • 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
Bancwest Investment Services Inc. Omaha NE 07/2014 09/2023
First Citizens Investor Services Raleigh NC 11/2023 Present
  • 07/2014 → 09/2023
    Bancwest Investment Services Inc.
    Omaha, NE
  • 11/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2014-07-14 → 2023-08-24
    Bancwest Investment Services, Inc.
    Omaha, NE
    Tempe, AZ
    Omaha, NE
  • 2005-12-07 → 2014-07-09
    Securities America Advisors, Inc.
    La Vista, NE
    Denver, CO
    Gold River, CA
    La Vista, NE
    La Vista, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-25
  • S66 Uniform Combined State Law Examination
    2005-04-25
Other Names
  • Jon James Derra

View on SEC IAPD

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