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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-12 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
1650 E. Franklin Street, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Chapel Hill | NC | 10/2020 | 01/2024 |
| Bb&T | Chapel Hill | NC | 12/2018 | 10/2020 |
| Bb&T | Durham | NC | 10/2017 | 12/2018 |
| Unemployed | Greenville | NC | 05/2017 | 10/2017 |
| Full Time Student | Chapel Hill | NC | 08/2009 | 05/2017 |
| First Citizens Investor Services | Raleigh | NC | 07/2021 | 01/2024 |
| First Citizens Bank | Raleigh | NC | 01/2024 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | Present |
| First Citizens Bank | Raleigh | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
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