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Todd Stephen Tillotson

First Citizens Investor Services, Inc.

Raleigh, NC

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-16
TX RA APPROVED_RES 2023-10-12
NC RA APPROVED 2023-10-10
  • IL RA
    APPROVED
    Since 2023-10-16
  • TX RA
    APPROVED_RES
    Since 2023-10-12
  • NC RA
    APPROVED
    Since 2023-10-10

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Charlotte NC 10/2010 02/2021
Bb&T Bank Raleigh NC 01/2015 02/2021
Bb&T Securities, Llc Richmond NC 01/2018 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Suntrust Advisory Services, Inc. Atlanta GA 11/2020 02/2021
Truist Investment Services, Inc. Raleigh NC 02/2021 09/2023
Truist Advisory Services, Inc. Raleigh NC 02/2021 09/2023
First Citizens Investor Services Raleigh NC 10/2023 Present
  • 10/2010 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2015 → 02/2021
    Bb&T Bank
    Raleigh, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, NC
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 11/2020 → 02/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → 09/2023
    Truist Investment Services, Inc.
    Raleigh, NC
  • 02/2021 → 09/2023
    Truist Advisory Services, Inc.
    Raleigh, NC
  • 10/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2020-11-17 → 2023-10-10
    Truist Advisory Services, Inc.
    Raleigh, NC
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Raleigh, NC
    Cincinnati, OH
    Wilson, NC
    Richmond, VA
  • 2010-11-09 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Wilson, NC
    Raleigh, NC
  • 2009-12-22 → 2010-10-15
    J.P. Morgan Securities Llc
    Austin, TX
  • 2008-11-17 → 2009-12-07
    Morgan Keegan & Company, Llc
    Austin, TX
    Memphis, TN
  • 2005-02-14 → 2008-02-29
    Wells Fargo Clearing Services, Llc
    Austin, TX
    Austin, TX
    Addison, TX
    Aiken, SC
  • 2003-04-01 → 2004-08-06
    Charles Schwab & Co., Inc.
    Augusta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-29
S63 Uniform Securities Agent State Law Examination 1992-04-21
  • S66 Uniform Combined State Law Examination
    2007-06-29
  • S63 Uniform Securities Agent State Law Examination
    1992-04-21
Other Names
  • Todd S Tillotson

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
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JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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