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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-01-02 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Marlin Llc | Columbia | SC | 08/2008 | 08/2018 |
| First Citizens Investor Services, Inc. | Raleigh | NC | 01/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 03/2013 | Present |
First Citizens Asset Management 1230 Main Street, Columbia, SC 29201. Registered Investment Advisor, position is Registered Sales Assistant, began 3/5/13. 20 hours/ month, all during trading hours. Investment Related, compensated by salary plus override.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-25 |
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