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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-06 |
| NC | RA | APPROVED | 2008-10-01 |
Branch Locations
5417 Page Road, Durham, NC 27703 • United States
24 Hanks St , Pittsboro, NC 27312 • United States
53 Chatham Downs Drive , Chapel Hill, NC 27517 • United States
1650 E. Franklin Street, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 10/2008 | Present |
Own two rental properties. address: 1) 2111 West Fort Macon Rd, Unit 222, Atlantic Beach, NC. Began 5/1/2011. 2) 5451 Cottonrose Lane, Raleigh, NC 3760. Position is owner of the property. A third party management company handles the rental process. Not investment related. Not a client of the firm. Compensation is disbursements from rents collected. 0 hours/month devoted to these businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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