Patrick Earl Lane

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

First Citizens Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-08-10

NC RA
APPROVED

Since 2021-08-10

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
First Citizens Investor Services	Raleigh	NC	01/2018	Present
Pearl Staffing	Charlotte	NC	11/2017	01/2018
Oyster Consulting	Charlotte	NC	08/2014	11/2017

01/2018 → Present

First Citizens Investor Services

Raleigh, NC
11/2017 → 01/2018

Pearl Staffing

Charlotte, NC
08/2014 → 11/2017

Oyster Consulting

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-09
S63	Uniform Securities Agent State Law Examination	1990-07-31

S66 Uniform Combined State Law Examination

2021-08-09
S63 Uniform Securities Agent State Law Examination

1990-07-31

View on SEC IAPD