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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-11-09 |
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 | 11/2016 | 11/2017 |
| First Citizens Investor Services | Raleigh | NC | 11/2017 | Present |
| First Citizens Bank | Raleigh | NC | 11/2017 | Present |
POSITION: Owner/Co-Owner NATURE: Hobby that Generates Income INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2026 ADDRESS: Garner NC 27529, United States DESCRIPTION: Create a small Etsy shop focusing on PDF templates. Initially, templates will be faith-based resources such as Prayer Journal, Sunday School Planner, Bible Study templates, etc. In the future could possibly include secular resources such as personal planning pages or Bullet Journal pages.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
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