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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-29
  • NC RA
    APPROVED
    Since 2025-07-29

Branch Locations

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

409 E. Market Street, Smithfield, NC 27577 • 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 04/2025 Present
First Citizens Bank Smithfield NC 09/2017 Present
Wells Fargo Bank Raleigh NC 11/2014 09/2017
  • 04/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2017 → Present
    First Citizens Bank
    Smithfield, NC
  • 11/2014 → 09/2017
    Wells Fargo Bank
    Raleigh, NC
Other Businesses

1) YELLOW DOG REAL ESTATE, LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2024 ADDRESS: 115 Killarney Lane, Clayton NC 27520, United States DESCRIPTION: Real estate holding company that owns commercial real estate. 2) JOHNSTON COMMUNITY COLLEGE FOUNDATION POSITION: Officer/Director NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 245 College Road, Smithfield NC 27577, United States DESCRIPTION: Johnston Community College Foundation Board coordinates private giving to the College - identifying, receiving, and managing gifts, bequests, and financial resources from private and corporate sources. 3) MEAGAN M. PARKER, DMD, PLLC POSITION: Trustee NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 115 Killarney Lane, Clayton NC 27520, United States DESCRIPTION: Dental Practice owned by my wife.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28

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