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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-12 |
| SC | RA | APPROVED | 2022-04-06 |
| CO | RA | APPROVED | 2022-04-05 |
| VA | RA | APPROVED | 2022-04-05 |
| TX | RA | APPROVED_RES | 2017-10-06 |
| NC | RA | APPROVED | 2005-05-02 |
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, Inc. | Raleigh | NC | 05/2005 | Present |
| Rental Property | Raleigh | NC | 03/2019 | Present |
1) Rental property-not investment related, Raleigh, NC, Owner, started March 2019, one hours per month, none during trading hours, approve home repairs and modifications for rental property managed by a third party. 2) Rental property-not investment related, Raleigh, NC, Owner, started January 2021, zero hours per month, none during trading hours, approve home repairs and modifications for rental property managed by a third party. 3) Rental property-not investment related, Southern Pines, NC, Owner, started August 2023, zero hours per month, none during trading hours, rental property managed by a third party.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-17 |
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