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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-10-19 |
Branch Locations
218 South Main St., Summerville, SC 29483 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-09 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
218 South Main Street, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sorrento Pacific Financial, Llc | San Diego | CA | 07/2013 | 08/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2018 | 08/2022 |
| South Carolina Federal Credit Union | Summerville | CA | 08/2018 | 08/2022 |
| First Citizens Investor Services | Raleigh | NC | 09/2022 | Present |
| First Citizens Asset Management | Raleigh | NC | 10/2022 | Present |
First Citizens Asset Management 4300 Six Forks Rd. Raleigh, NC 27609 Investment Advisor 16 hours/month Yes investment related, duties are asset management for clients of FCIS in advisory accounts Compensation is part of salary paid by FCIS, no direct compensation from FCAM. Organization is not a client of FCB or FCIS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-07 |
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