Best Investors Account Sign in
Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-12
  • NC RA
    APPROVED
    Since 2026-02-12

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • 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
The John R. Mcadams Company, Inc. Raleigh NC 08/2021 07/2025
Sabbatical Raleigh NC 07/2021 07/2021
Beverly Hills Whitening Pasadena CA 01/2021 06/2021
Salient Wealth Planning La Jolla CA 05/2019 06/2021
Grade Potential - Self Employed San Diego CA 07/2020 01/2021
Sabbatical San Diego CA 04/2020 06/2020
San Diego State University La Mesa CA 01/2019 03/2020
College Fresh (Also Employed Through Trinet Hr And Pi Beta Phi) La Mesa CA 10/2018 05/2019
Kings Seafood San Diego CA 08/2018 10/2018
Preferred Valet Parking San Diego CA 07/2018 08/2018
Sabbatical La Mesa CA 08/2017 06/2018
Portland Pie Company Brunswick ME 05/2017 07/2017
Sabbatical Freeport ME 05/2016 04/2017
Cetera Wealth Services, Llc El Segundo CA 08/2025 01/2026
Cetera Investment Advisors Schaumburg IL 10/2025 01/2026
First Citizens Investor Services Raleigh NC 02/2026 Present
  • 08/2021 → 07/2025
    The John R. Mcadams Company, Inc.
    Raleigh, NC
  • 07/2021 → 07/2021
    Sabbatical
    Raleigh, NC
  • 01/2021 → 06/2021
    Beverly Hills Whitening
    Pasadena, CA
  • 05/2019 → 06/2021
    Salient Wealth Planning
    La Jolla, CA
  • 07/2020 → 01/2021
    Grade Potential - Self Employed
    San Diego, CA
  • 04/2020 → 06/2020
    Sabbatical
    San Diego, CA
  • 01/2019 → 03/2020
    San Diego State University
    La Mesa, CA
  • 10/2018 → 05/2019
    College Fresh (Also Employed Through Trinet Hr And Pi Beta Phi)
    La Mesa, CA
  • 08/2018 → 10/2018
    Kings Seafood
    San Diego, CA
  • 07/2018 → 08/2018
    Preferred Valet Parking
    San Diego, CA
  • 08/2017 → 06/2018
    Sabbatical
    La Mesa, CA
  • 05/2017 → 07/2017
    Portland Pie Company
    Brunswick, ME
  • 05/2016 → 04/2017
    Sabbatical
    Freeport, ME
  • 08/2025 → 01/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2025 → 01/2026
    Cetera Investment Advisors
    Schaumburg, IL
  • 02/2026 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: WASHINGTON TERRACE HOA INVESTMENT RELATED: NO ADDRESS: RALEIGH, NC NATURE OF BUSINESS: HOA - BOARD MEMBER START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: BOARD PRESIDENT APX NUMBER OF HOURS PER MONTH: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSIGHT AND MAINTENANCE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-24
  • S66 Uniform Combined State Law Examination
    2025-09-24

View on SEC IAPD

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor