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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 2026-07-07
  • NC RA
    APPROVED
    Since 2026-07-07

Branch Locations

1509 Highwoods Blvd, Greensboro, NC 27410 • United States

212 E. Main Street, Moncks Corner, SC 29461 • 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 06/2025 Present
State Employees Credit Union Greensboro NC 08/2024 06/2025
First Citizens Bank Greensboro NC 05/2024 08/2024
State Employees Credit Union Greensboro NC 08/2023 05/2024
First Citizens Bank Greensboro NC 05/2023 08/2023
Dominoes Greensboro NC 10/2022 12/2024
Boys & Girls Club Hendersonville NC 08/2016 08/2020
North Carolina A&T State University Greensboro NC 08/2020 12/2024
Autozone Raleigh NC 06/2025 02/2026
  • 06/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 08/2024 → 06/2025
    State Employees Credit Union
    Greensboro, NC
  • 05/2024 → 08/2024
    First Citizens Bank
    Greensboro, NC
  • 08/2023 → 05/2024
    State Employees Credit Union
    Greensboro, NC
  • 05/2023 → 08/2023
    First Citizens Bank
    Greensboro, NC
  • 10/2022 → 12/2024
    Dominoes
    Greensboro, NC
  • 08/2016 → 08/2020
    Boys & Girls Club
    Hendersonville, NC
  • 08/2020 → 12/2024
    North Carolina A&T State University
    Greensboro, NC
  • 06/2025 → 02/2026
    Autozone
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
S63 Uniform Securities Agent State Law Examination 2025-08-13
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06
  • S63 Uniform Securities Agent State Law Examination
    2025-08-13

View on SEC IAPD

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