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Mary Shawky Ghobry

First Citizens Investor Services, Inc.

Pasadena, CA

Mission Viejo, CA

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • United States

28641 Marguerite Parkway, Mission Viejo, CA 92692 • 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
Wells Fargo Bank, N.A. Newport Beach CA 01/2009 03/2023
Wells Fargo Advisors Llc San Diego CA 07/2011 11/2016
Wells Fargo Clearing Services, Llc Newport Beach CA 11/2016 03/2023
First Citizens Investor Services Raleigh NC 03/2023 Present
  • 01/2009 → 03/2023
    Wells Fargo Bank, N.A.
    Newport Beach, CA
  • 07/2011 → 11/2016
    Wells Fargo Advisors Llc
    San Diego, CA
  • 11/2016 → 03/2023
    Wells Fargo Clearing Services, Llc
    Newport Beach, CA
  • 03/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2018-01-04 → 2021-03-30
    Wells Fargo Clearing Services, Llc
    Huntington Beach, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    El Segundo, CA
    Costa Mesa, CA
    San Diego, CA
    Irvine, CA
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
S63 Uniform Securities Agent State Law Examination 2012-04-20
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2012-04-20
Other Names
  • Mary Ghobry

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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