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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-09 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-06-18 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
Charleston - Daniel Island 126 Seven Farms Dr, Suite 100, Charleston, SC 29492 • United States
2170 Ashley Phosphate Rd, North Charleston, SC 29406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Summerville | SC | 08/2019 | 05/2021 |
| Wells Fargo Bank Na | Summerville | SC | 02/2011 | 05/2021 |
| First Citizens Investor Services | Raleigh | NC | 06/2021 | 01/2025 |
| First Citizens Bank | Charleston | SC | 06/2021 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| First Citizens Asset Management | Raleigh | NC | 04/2025 | Present |
First Citizens Investor Services; 8540 Colonnade Center Drive, Raleigh, NC 27615. As a Financial Consultant I will be meeting with existing and prospective clients to discuss our full range of investment capabilities. 40 hrs/week. Begin 4/8/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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