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Robyn Haley Pegram

First Citizens Investor Services, Inc.

Hendersonville, NC

Charlotte, NC

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-23
  • NC RA
    APPROVED
    Since 2024-10-23

Branch Locations

539 North Main St., Hendersonville, NC 28792 • United States

128 S Tryon Street, Charlotte, NC 28202 • 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 01/2019 08/2022
First Citizens Bank Raleigh NC 02/2016 08/2026
First Citizens Investor Services Raleigh NC 09/2022 08/2026
First Citizens Investor Services Raleigh NC 08/2026 Present
  • 01/2019 → 08/2022
    First Citizens Investor Services
    Raleigh, NC
  • 02/2016 → 08/2026
    First Citizens Bank
    Raleigh, NC
  • 09/2022 → 08/2026
    First Citizens Investor Services
    Raleigh, NC
  • 08/2026 → Present
    First Citizens Investor Services
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-23
S63 Uniform Securities Agent State Law Examination 2019-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-10-23
  • S63 Uniform Securities Agent State Law Examination
    2019-02-27
Other Names
  • Robyn H. Pegram

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC
EDWARD JONES
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Other Investors

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DONALD RAY HUNEYCUTT
Keith David Holloway
Laurel J Glass
Jordan Michael Hall
Robert A Macdonald
Jamie L Morton
FRANK Z TINSLEY

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSONVILLE, NC
OSAIC INSTITUTIONS, INC. · Henderson, NC
LPL FINANCIAL LLC · HENDERSONVILLE, NC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Hendersonville, NC
VERITAS INVESTMENT ADVISORY GROUP LLC · HENDERSONVILLE, NC
PNC WEALTH MANAGEMENT LLC · HENDERSONVILLE, NC
EDWARD JONES · HENDERSONVILLE, NC
OSAIC WEALTH, INC. · HENDERSONVILLE, NC

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