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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
Branch Locations
8540 Colonnade Center Road, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-04-13 |
Branch Locations
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 | 04/2011 | Present |
| First Citizens Bank | Raleigh | NC | 04/2011 | Present |
| First Citizens Asset Management | Raleigh | NC | 08/2026 | Present |
1) Campbell University Not investment related 143 Main St. Buies Creek NC, 27506 Teaching at the Trust Advisors Institute Hired instructor 6 hours per month, 0 trading hours Teaching Financial Planning Concepts 2) First Citizens Asset Management POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2026 ADDRESS: 8540 Colonnade Center Dr., Raleigh NC 27615, United States DESCRIPTION: FCAM is an affiliated IA Firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-13 |
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