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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 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-23 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
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 | 10/2021 | Present |
| First Citizens Bank & Trust Company | Raleigh | NC | 06/2019 | 09/2021 |
| Campbell University | Buies Creek | NC | 09/2014 | 05/2019 |
| First Citizens Bank | Raleigh | NC | 10/2021 | Present |
| Campbell University | Apex | NC | 01/2024 | Present |
| First Citizens Asset Management | Charlotte | NC | 08/2026 | Present |
CAMPBELL UNIVERSITY POSITION: Adjunct Professor for graduate program NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2024 ADDRESS: Apex NC 27502, United States DESCRIPTION: Adjunct Professor for Campbell University Graduate Programs. Course: Advance Investment Analysis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
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