Best Investors Account Sign in

Liam Daniel Powlen

First Citizens Investor Services, Inc.

Raleigh, NC

Claim This Profile
Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-01
  • NC RA
    APPROVED
    Since 2025-12-01

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 07/2021 11/2025
Pie O Mine Inc East Amherst NY 10/2018 07/2021
Wny Sustainable Business Roundtable Buffalo NY 09/2020 12/2020
Bill Grays Inc Rochester NY 05/2016 08/2020
Pizza Gustosa Inc Webster NY 06/2018 07/2019
Faculty Students Association Of Sunyab Buffalo NY 12/2017 09/2018
Offaly Dining Inc Timothy Patricks Rochester NY 07/2017 08/2017
Tri-Way Farms Inc Penfield NY 07/2017 07/2017
University At Buffalo Buffalo NY 08/2017 05/2021
Penfield High School Penfield NY 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 11/2025
First Citizens Investor Services Raleigh NC 11/2025 Present
  • 07/2021 → 11/2025
    Fidelity Investments
    Durham, NC
  • 10/2018 → 07/2021
    Pie O Mine Inc
    East Amherst, NY
  • 09/2020 → 12/2020
    Wny Sustainable Business Roundtable
    Buffalo, NY
  • 05/2016 → 08/2020
    Bill Grays Inc
    Rochester, NY
  • 06/2018 → 07/2019
    Pizza Gustosa Inc
    Webster, NY
  • 12/2017 → 09/2018
    Faculty Students Association Of Sunyab
    Buffalo, NY
  • 07/2017 → 08/2017
    Offaly Dining Inc Timothy Patricks
    Rochester, NY
  • 07/2017 → 07/2017
    Tri-Way Farms Inc
    Penfield, NY
  • 08/2017 → 05/2021
    University At Buffalo
    Buffalo, NY
  • 09/2013 → 06/2017
    Penfield High School
    Penfield, NY
  • 03/2025 → 11/2025
    Fidelity Investments
    Boston, MA
  • 11/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2025-03-31 → 2025-11-06
    Strategic Advisers Llc
    Cary, NC
    Durham, NC
    Boston, MA
  • 2022-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
  • S66 Uniform Combined State Law Examination
    2021-12-23
Other Names
  • Liam Daniel Powlen
  • Liam Powlen

View on SEC IAPD

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor