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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2008-07-29 |
Branch Locations
130 Collins Drive, Danville, VA 24540 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2008 | Present |
1) Womack Foundation; Non-Investment Related; 301 Magnolia Dr. Danville, VA 24541; charitable foundation with the intent to provide funding for the underprivileged and underserved in the community with a focus on youth; Board Member; Oct 1, 2023; .25 hours per month/0 during trading hours; board member. annual meeting is typically in the spring and will review applications and make decisions regarding funding of various requests. 2) Mount Hermon Baptist Church finance committee: non-investment related; 4385 Franklin Turnpike, Danville, VA 24540; finances of the church; member of the finance committee; September 2022; 2-3 hours per month, none during trading activity. I will have no access to/control of funds but assist on the committee on the finances of the church. 3)H&S INVESTMENT PROPERTIES, LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2012 ADDRESS: 8120 Franklin Tpke, Dry Fork VA 24549, United States DESCRIPTION: Rental property - single family houses, passive income from rents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-24 |
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