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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 07/2005 | Present |
| First Citizens Bank And Trust | Chatham | VA | 07/1999 | Present |
Community Foundation of the Dan River Region; non-investment related; 541 Loyal Street Danville VA 24541; improving quality of life, providing support for those in need, and creating life-changing opportunities. Officer/Director July 1st, 2022; Serve as Board President through June 30, 2025; 4 hours monthly/0 during trading hours; Oversee Committee Meetings and Guidance to Executive Director.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-13 |
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