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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-04-24 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
1212 Main St, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grow Financial Federal Credit Union | Lexington | SC | 08/2014 | 12/2016 |
| First Citizens Bank | Lexington | SC | 12/2016 | 01/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2020 | 01/2023 |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | Present |
| First Citizens Bank | Columbia | SC | 01/2023 | Present |
1) SOUTH CAROLINA BANKERS ASSOCIATION POSITION: Member of the Emerging Leaders Board of Directors NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/15/2024 ADDRESS: 2009 Park St, Columbia SC 29201, United States DESCRIPTION: SCBA is the professional trade association organized to effectively represent the common interest and welfare of the banking industry in South Carolina, and to promote the professional development of its members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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