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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 07/2019 | 09/2023 |
| First Citizens Bank | Fort Mill | SC | 03/2019 | 09/2023 |
| City Of Rock Hill | Rock Hill | SC | 01/2019 | 03/2019 |
| Francis Marion Univ. | Florence | SC | 08/2017 | 08/2018 |
| Francis Marion Univ. | Florence | SC | 08/2013 | 12/2018 |
| First Citizens Investor Services | Raleigh | NC | 09/2023 | Present |
| First Citizens Bank | Charlotte | NC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
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