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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-15 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
2009 Hoffmeyer Road, Florence, SC 29501 • United States
Marion Sc 214 N Main St, Marion, SC 29571 • United States
Florence Pamplico 619 Pamplico Hwy, Florence, SC 29505 • United States
Darlington 511 Pearl St, Darlington, SC 29532 • United States
276 South Irby Street, Florence, SC 29501 • United States
130 S Fifth St, Hartsville, SC 29550 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Florence | SC | 01/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 10/2012 | Present |
Alpha Phi Alpha Fraternity Inc.; Our Fraternity is a community service organization, we are a non-profit fraternal organization, and we don't sell any products or services. 3306 Maple Chase Lane Florence SC, 29501, 04/01/2015; Treasurer/member; 2-3 hours per month, 0 during trading hours; not investment related; reconciles bank statements and create financial reports; no compensation as a volunteer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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