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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-04-01 |
Branch Locations
1230 Main Street, Columbia, SC 29201 • United States
11 West 42Nd Street, New York, NY 10036 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2007-01-31 |
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 |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Columbia | SC | 01/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 01/2007 | Present |
1) First Citizens Asset Management; 1230 Main Street Columbia SC, 29201; Began 02/06/2007; Investment Advisor Representative; 40 hours/month during trading hours. Investment Related; Duties are supervision of regional managers; FCAM offers investment advisory services to clients for a fee. Compensation is part of salary paid by FCIS. No direct compensation received from FCAM. 2) RELENTLESS TRAINING CORPS POSITION: Partner NATURE: Personal and group/team fitness training and conditioning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2013 ADDRESS: West Columbia SC 29169, United States DESCRIPTION: Personal and group fitness training, online meal and workout planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-25 |
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