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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-31 |
Branch Locations
115 South Wilson Ave, Dunn, NC 28334 • United States
46 W Depot St , Angier, NC 27501 • United States
2108 S Horner Blvd, Sanford, NC 27330 • United States
301 E Main St, Benson, NC 27504 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 11/2012 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 11/2012 | 04/2017 |
| First Citizens Bank | Wilmington | NC | 04/2017 | 03/2019 |
| First Citizens Investor Services | Raleigh | NC | 05/2017 | 03/2019 |
| First Citizens Investor Services | Raleigh | NC | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
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