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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| SC | RA | APPROVED | 2021-11-09 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
949 Lake Murray Blvd, Irmo, SC 29063 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Columbia | SC | 01/2009 | 01/2017 |
| Francis Marion University | Florence | SC | 01/2017 | 05/2017 |
| Belk | Columbia | SC | 05/2017 | 09/2017 |
| Precision Genetics | Greenville | SC | 10/2017 | 02/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Columbia | SC | 07/2020 | 09/2021 |
| First Citizens Investor Services | Columbia | SC | 09/2021 | 10/2023 |
| First Citizens Asset Management | Raleigh | NC | 11/2021 | Present |
| First Citizens Investor Services | Raleigh | NC | 10/2023 | Present |
First Citizens Asset Management (FCAM); Investment Related; 4300 Six Forks Rd., Raleigh, NC 27609; Registered Investment Advisor; Position is Fin.; began 11/10/2021; 16 hours/month during trading hours; Duties are Account research, report generation and new account onboarding as support partner for two investment advisor representatives. Compensation is salary paid by First Citizens Investor Services (No direct compensation is received from FCAM).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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