Donna Michelle Morris

Current Employers

First Citizens Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2018-08-27

SC RA
APPROVED

Since 2018-08-27

Branch Locations

Woodruff 255 S Main St, Woodruff, SC 29388 • United States

Reidville Road 2895 Reidville Road, Spartanburg, SC 29301 • United States

Inman 11280 Asheville Hwy, Inman, SC 29349 • United States

1894 E. Main Street, Spartanburg, SC 29307 • United States

128 S Tryon Street, Charlotte, NC 28202 • United States

104 Edgewood Street, Lyman, SC 29365 • 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

Organization	City	State	From	To
First Citizens Bank	Spartanburg	SC	06/2004	09/2019
First Citizens Investor Services	Raleigh	NC	02/2016	09/2019
First Citizens Investor Services	Raleigh	NC	09/2019	Present
Mo Ho Inc	Mahwah	NJ	01/2019	Present

06/2004 → 09/2019

First Citizens Bank

Spartanburg, SC
02/2016 → 09/2019

First Citizens Investor Services

Raleigh, NC
09/2019 → Present

First Citizens Investor Services

Raleigh, NC
01/2019 → Present

Mo Ho Inc

Mahwah, NJ

Other Businesses

Mo Ho Inc-Mahwah, NJ-Investment Related-Reinsurance (extended vehicle warranty)-Officer/Director for family business. One hour per month, none during business hours. Duties include making decisions for family Ford dealership.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-20
S63	Uniform Securities Agent State Law Examination	2016-03-14

S66 Uniform Combined State Law Examination

2018-08-20
S63 Uniform Securities Agent State Law Examination

2016-03-14

Other Names

Donna Michelle Oberle
Donna Michelle Kinser

View on SEC IAPD