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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-24 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-27 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
7366 Garners Ferry Rd, Columbia, SC 29209 • United States
4801 Forest Drive, Columbia, SC 29206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2005 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 09/2010 | 09/2022 |
| Lpl Financial Llc | Columbia | SC | 05/2022 | 09/2022 |
| First Citizens Investor Services | Raleigh | NC | 09/2022 | Present |
| First Citizens Asset Management | Raleigh | NC | 04/2025 | Present |
First Citizens Asset Management, 8540 Colonnade Center Dr. Raleigh, NC 27615; Began 4/2025; duties are offering IAR services for clients, 11 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-15 |
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