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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-28 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-03 |
Branch Locations
4801 Forest Drive, Columbia, SC 29206 • United States
West Columbia - Three Fountains 3967 Platt Springs Rd, West Columbia, SC 29170 • United States
1230 Main Street, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmetto Citizens Fcu | Columbia | SC | 03/2017 | 12/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2020 | 12/2022 |
| Carolina Fine Jewelry | Columbia | SC | 02/2015 | 03/2017 |
| Lpl Financial Llc | Columbia | SC | 05/2022 | 12/2022 |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | Present |
| First Citizens Asset Management (Fcam) | Columbia | SC | 04/2023 | Present |
1) FIRST CITIZENS ASSET MANAGEMENT (FCAM) POSITION: Employee NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2023 ADDRESS: 1230 Main Street, Columbia SC 29201, United States DESCRIPTION: FCAM is an affiliate of FCIS 2) LAKEPORT HOA POSITION: Officer/Director NATURE: neighborhood HOA position. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 769 Moonsail Circle, chapin SC 29036, United States DESCRIPTION: neighborhood unpaid HOA position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
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