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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-05-21 |
Branch Locations
6555 North Federal Hwy, Ft Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branch Banking And Trust Co. | Newnan | GA | 09/2015 | 09/2017 |
| Branch Banking And Trust Co. | Atlanta | GA | 10/2017 | 06/2020 |
| First Citizens Bank | Atlanta | GA | 07/2020 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2020 | Present |
1) Sargent Mill Investors, LLC; 120 Sol Bridges Road, Newnan GA, 30263; Family-owned LLC; Owner; Began 11/02/2021; Jointly owned LLC to hold personal family assets; 0 hours/month, 0 hours during trading hours; No compensation is received; Non-Investment Related; Business is not a client of the Firm. file tax returns, keep financial records 2) Rental Property POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 120 Sol Bridges Road, Newnan GA 30263, United States DESCRIPTION: Converting existing primary residence to rental home 3) AXIS OUTDOORS POSITION: Owner/Co-Owner NATURE: Hobby that Generates Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 640 Old Carrollton Road, Newnan GA 30263, United States DESCRIPTION: Axis Outdoors is an online marketplace for outdoor hunting / sportsmen enthusiasts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-24 |
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