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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-08-25 |
Branch Locations
6501 Carnegie Boulevard, Charlotte, NC 28211 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner &Amp; Smith, Inc | Charlotte | NC | 09/2011 | 07/2017 |
| Bank Of America, N.A. | Matthews | NC | 11/2011 | 07/2017 |
| First Citizens Investor Services | Raleigh | NC | 08/2017 | 11/2024 |
| First Citizens Asset Management | Columbia | SC | 08/2017 | 11/2024 |
| First Citizens Investor Services | Raleigh | NC | 11/2024 | Present |
| Family Holdings Group Llc | Cooper City | FL | 06/2004 | Present |
Porter Ridge Athletic Association, PO Box 707, Indian Trail, NC 28079. Voluntary appointed position within local community's athletic association. President of the Board, begin 01/10/2021. 10 hours/month, 0 during trading hours. Non-Investment Related, duties include oversight of sports commissioners, enrollment, and expenses. Volunteer position. Family Holdings Group, LLC, non-investment related, 9720 Stirling Road, Suite 203, Cooper City, FL 33024. Real Estate holding company, Partner, 0 hours per month and 0 hours during securities trading hours, no responsibilities and income is distribution from investment. Began 06/17/2004. Union County Youth Soccer Not investment related No fixed address Organize and coordinate the Union County Youth Soccer Program Board President Began 6/1/2022 1 hour per month, 0 trading hours Meet twice per year to discuss changes to the soccer program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-07 |
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