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Justin Daniel Popham

First Citizens Investor Services, Inc.

Charlotte, NC

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-30
  • NC RA
    APPROVED
    Since 2024-09-30

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • 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
E*Trade Securities Llc Washington DC 04/2016 04/2017
E*Trade Capital Management Llc Washington DC 04/2016 04/2017
Charles Schwab & Co., Inc. Washington DC 04/2017 03/2019
Charles Schwab Bank Washington DC 04/2017 03/2019
Fidelity Brokerage Services Llc Alexandria VA 03/2019 09/2021
Fisher Investments Arlington VA 09/2021 07/2022
First Citizens Investor Services Raleigh NC 08/2024 Present
First Citizens Bank Charlotte NC 07/2022 Present
  • 04/2016 → 04/2017
    E*Trade Securities Llc
    Washington, DC
  • 04/2016 → 04/2017
    E*Trade Capital Management Llc
    Washington, DC
  • 04/2017 → 03/2019
    Charles Schwab & Co., Inc.
    Washington, DC
  • 04/2017 → 03/2019
    Charles Schwab Bank
    Washington, DC
  • 03/2019 → 09/2021
    Fidelity Brokerage Services Llc
    Alexandria, VA
  • 09/2021 → 07/2022
    Fisher Investments
    Arlington, VA
  • 08/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 07/2022 → Present
    First Citizens Bank
    Charlotte, NC
Previous Registrations
  • 2021-09-14 → 2022-07-13
    Fisher Investments
    Arlington, VA
    Plano, TX
  • 2019-03-20 → 2021-09-14
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
  • 2017-04-27 → 2019-03-18
    Charles Schwab & Co., Inc.
    Bethesda, MD
    Washington, DC
    Washington, DC
  • 2016-04-25 → 2017-04-11
    Harrisdirect Llc
    Washington, DC
  • 2013-02-27 → 2016-04-15
    Strategic Advisers Llc
    Washington, DC
    Cary, NC
    Durham, NC
    Atlanta, GA
    Washington, DC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-09
S66 Uniform Combined State Law Examination 2013-02-13
  • S63 Uniform Securities Agent State Law Examination
    2024-10-09
  • S66 Uniform Combined State Law Examination
    2013-02-13
Designations
Other Names
  • Justin Daniel Popham
  • Justin Popham

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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