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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-14 |
Branch Locations
8510 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 03/2015 | 11/2018 |
| Eaton Vance Management | Boston | MA | 03/2015 | 11/2018 |
| Parametric Portfolio Associates | Boston | MA | 03/2015 | 11/2018 |
| First Citizens Bank | Charlotte | NC | 11/2018 | Present |
| First Citizens Investor Services | Raleigh | NC | 11/2018 | Present |
| First Citizens Asset Management | Columbia | SC | 01/2019 | Present |
First Citizens Asset Management, 1230 Main St, Columbia, SC 29201. Investment Advisor firm, position is Institutional Portfolio Strategist. Began 1/2/19. 2 hours/month during trading hours, investment related duties include creating portfolio strategies for clients. Compensation is part of salary paid by FCIS, no direct compensation from FCAM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
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