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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 01/2019 | Present |
| First Citizens Bank | Charlotte | NC | 09/2018 | Present |
| Bank Of America | Charlotte | NC | 07/2011 | 09/2018 |
1) United Cerebral Palsy of South Carolina. Non-investment related; 1101 Harbor Dr, West Columbia, SC 29169; The mission of United Cerebral Palsy of South Carolina is to positively support and impact the achievement of a Life Without Limits for people with disabilities; Board Member; start date: March 8, 2023; 8 hour/month, 0 during securities trading hours; Corporate governance, program development, and budgeting. PR and marketing may be included as well. 2) TOWN OF MATTHEWS, NC POSITION: Board member NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2021 ADDRESS: 232 Matthews Station Street, Matthews NC 28105, United States DESCRIPTION: I serve on the Board of Adjustment for the Town of Matthews, NC. It is an appointed position, not elected, and I'm not compensated in any way. If anything came before the board that was directly or indirectly related to First Citizens I have the ability to recuse myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
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