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Sara Elizabeth Downing

First Citizens Investor Services, Inc.

Charlotte, NC

Greenville, SC

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-11
  • SC RA
    APPROVED
    Since 2026-03-11

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • United States

325 West Mcbee Avenue, Greenville, SC 29601 • 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 02/2025 Present
First Citizens Bank & Trust Company Greenville SC 09/2019 Present
Entegra Bank Greenville SC 05/2017 09/2019
Synovus Bank Taylors SC 03/2014 05/2017
  • 02/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2019 → Present
    First Citizens Bank & Trust Company
    Greenville, SC
  • 05/2017 → 09/2019
    Entegra Bank
    Greenville, SC
  • 03/2014 → 05/2017
    Synovus Bank
    Taylors, SC
Other Businesses

Downing Rentals, LLC. 410 Hilburn Way, Simpsonville, SC 29680, co-owner/member of LLC for rental property. Began 7/7/23; 1 hr/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-09
  • S66 Uniform Combined State Law Examination
    2026-03-09
Other Names
  • Sara Elizabeth Heady
  • Sara Elizabeth Shaw

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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