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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
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 | 2019-04-25 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Roanoke Rapids | NC | 01/2008 | 04/2019 |
| Bb&T Investments | Charlotte | NC | 01/2008 | 04/2019 |
| Bb&T Securities, Llc | Roanoke Rapids | NC | 01/2018 | 04/2019 |
| First Citizens Bank | Raleigh | NC | 04/2019 | Present |
| First Citizens Investor Services | Raleigh | NC | 04/2019 | Present |
| First Citizens Asset Management | Raleigh | NC | 07/2026 | Present |
| Fcam Oba | Raleigh | NC | 05/2026 | Present |
1. Rental Property-Owned in names of Reginald and Cynthia White. Location: 1035 NC Highway 125, Roanoke Rapids, NC 27870. Address of property is 1517 Kirk St., Roanoke Rapids, NC 27870. Position is owner. Began 3/1/2013. 0 hours/month. Not investment related. Position is owner and duties are to maintain the property. Compensation is monthly rental income. Not a client of the firm. 2. Rider Farms LLC.- 1035 NC Highway 125, Roanoke Rapids, NC 27870. Own rental property in the name of Rider Farms LLC which has 2 members: Reginald Lawrence White and Cynthia White. Position is owner. Date began 7/15/2014. 0 hours/month. Not investment related. Position is owner with duties begin to maintain property for rental. Compensation is rental income. 3. Halifax Community College Foundation Board-100 College Dr. Weldon, NC 27890. Board Member, began 1/1/2017. 5 hours/month, 0.5 hours/month, .05 during trading hours. Non-investment related. Duties are Board Member of the Halifax Community College Foundation Board and the HCC Foundation Finance Board committee of the foundation board. No compensation. Organization is a client of the firm. 4. FCAM-First Citizens Asset Management POSITION: Employee NATURE: FCAM INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2026 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: As a Senior Director Regional Wealth I will be supervising a leader who has associates meeting with existing and prospective clients to discuss our full range of investment capabilities. I do not meet directly with clients and prospects in normal business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-19 |
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