Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-17 |
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 Investor Services | Raleigh | NC | 06/2021 | Present |
| First Citizens Bank | Raleigh | NC | 06/2021 | Present |
| Wells Fargo Bank | Raleigh | NC | 02/2005 | 06/2021 |
| Rental Property | Raleigh | NC | 12/2016 | Present |
| First Citizens Asset Management | Raleigh | NC | 08/2026 | Present |
| First Citizens Asset Management | Raleigh | NC | 08/2026 | Present |
Rental Property ownership. Not investment related. Long term rental of a condominium. 0 hours per month, 0 trading hours. Responsible for maintaining the property and fulfilling terms of the lease First Citizens Asset Management POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2026 ADDRESS: 8540 Colonnade Center Dr., Raleigh NC 27615, United States DESCRIPTION: FCAM is an affiliated IM Firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
Reach out to this advisor