Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-08 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-08 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth | Boston | MA | 06/2026 | Present |
| First Citizens Asset Management | Raleigh | NC | 06/2026 | Present |
| Pnc Capital Advisors, Llc | Charlotte | NC | 05/2016 | 11/2019 |
| Pnc Funds Distributor, Llc | Charlotte | NC | 05/2016 | 11/2019 |
| Pnc Bank | Charlotte | NC | 05/2016 | 11/2019 |
| Pnc Bank | Bradenton | FL | 11/2019 | 02/2020 |
| Pnc Funds Distributor, Llc | Bradenton | FL | 11/2019 | 02/2020 |
| Pnc Capital Advisors, Llc | Bradenton | FL | 11/2019 | 03/2020 |
| Pnc Capital Markets, Llc | Pittsburgh | PA | 02/2020 | 11/2024 |
| Pnc Bank | Pittsburgh | PA | 02/2020 | 11/2024 |
| First Citizens Investor Services | Raleigh | NC | 08/2025 | Present |
| First Citizens Bank | Raleigh | NC | 08/2025 | Present |
| Unemployed | Bradenton | FL | 11/2024 | 08/2025 |
| Svb Wealth | Raleigh | NC | 06/2026 | Present |
| First Citizens Asset Management | Raleigh | NC | 06/2026 | Present |
FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/22/2026 ADDRESS: 8540 Colonnade Center Dr, Raleigh NC 27615, United States DESCRIPTION: Asset Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-04 |
Reach out to this advisor