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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-12 |
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 Asset Management | Raleigh | NC | 03/2022 | Present |
| Credit Suisse | Morisville | NC | 02/2020 | 03/2022 |
| Fadel Partners Inc | New York | NY | 06/2018 | 07/2019 |
| Bard College | Annandale On Hudson | NY | 09/2017 | 05/2018 |
| University Of North Carolina, Chapel Hill | Raleigh | NC | 07/2019 | 02/2020 |
| Bard College | Annandale On Hudson | NY | 08/2014 | 05/2018 |
| First Citizens Bank | Raleigh | NC | 03/2022 | Present |
1) Rental Property, Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2021 ADDRESS: 832 Shackleton Road, Apex NC 27502, United States; I own the rental property that is managed by Treasured Property. I receive rental payment directly from Treasured Property. Treasured Property manages all the day to day activities and retains a portion of the rental income as payment for their services. 2) TREASURED PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: 313 Hemley Trail, Wake Forest NC 27587, United States DESCRIPTION: Rental property that will be managed by Treasured Property. Treasured Property will manage all the day to day activities and retain a portion of the rental income as payment for their services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
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