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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-09
  • SC RA
    APPROVED
    Since 2025-07-09

Branch Locations

Thomson 235 Main St, Thomson, GA 30824 • United States

212 E. Main Street, Moncks Corner, SC 29461 • 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
First Citizens Investor Services Raleigh NC 08/2018 Present
First Citizens Bank Augusta GA 11/2016 Present
State Farm Augusta GA 12/2014 11/2016
  • 08/2018 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 11/2016 → Present
    First Citizens Bank
    Augusta, GA
  • 12/2014 → 11/2016
    State Farm
    Augusta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
S63 Uniform Securities Agent State Law Examination 2018-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09
  • S63 Uniform Securities Agent State Law Examination
    2018-10-02

View on SEC IAPD

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