Terisa Lynn Heine

First Citizens Investor Services, Inc.

Ft Lauderdale, FL

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Current Employers

First Citizens Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-04

FL RA
APPROVED

Since 2025-03-04

Branch Locations

1098 Military Trail, Jupiter, FL 33458 • United States

6555 North Federal Hwy, Ft Lauderdale, FL 33308 • 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

Organization	City	State	From	To
First Citizens Investor Services	Raleigh	NC	11/2024	Present
Wilmington Trust	North Palm Beach	FL	04/2022	11/2024
Regions Bank	West Palm Beach	FL	03/2013	03/2022
First Citizens Bank	Jupiter	FL	11/2024	Present

11/2024 → Present

First Citizens Investor Services

Raleigh, NC
04/2022 → 11/2024

Wilmington Trust

North Palm Beach, FL
03/2013 → 03/2022

Regions Bank

West Palm Beach, FL
11/2024 → Present

First Citizens Bank

Jupiter, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-01

S66 Uniform Combined State Law Examination

2025-03-01

Other Names

Terisa Lynn Richardson

View on SEC IAPD

More in Jupiter, FL

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