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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-07 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • 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 |
|---|---|---|---|---|
| Abacus Planning Group | Columbia | SC | 05/2016 | 12/2017 |
| Unemployed | Richmond | VA | 05/2017 | 08/2017 |
| Student | Columbia | SC | 08/2017 | 05/2018 |
| First Citizens Bank | Raleigh | NC | 06/2018 | 03/2022 |
| First Citizens Investor Services | Raleigh | NC | 07/2018 | 03/2022 |
| First Citizens Investor Services | Raleigh | NC | 03/2022 | Present |
| First Citizens Asset Managment | Raleigh | NC | 03/2022 | 03/2022 |
The Fisher Oil Company Board of Directors; not investment related; Wexford, PA; The company owns natural gas and oil leases; Trustee; effective March 30th, 2023; 1-2 hours a month, 0 during trading hours; participates in annual shareholder meetings to discuss company matters at hand, ie the state of the oil and gas market, the company's financial statements, and declared dividends for shareholders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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