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Current Employers
First Citizens Asset Management, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-01
  • NC RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-04-25
  • NC RA
    APPROVED
    Since 2019-04-25

Branch Locations

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

128 S Tryon Street, Charlotte, NC 28202 • 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 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
  • 01/2008 → 04/2019
    Bb&T Bank
    Roanoke Rapids, NC
  • 01/2008 → 04/2019
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 04/2019
    Bb&T Securities, Llc
    Roanoke Rapids, NC
  • 04/2019 → Present
    First Citizens Bank
    Raleigh, NC
  • 04/2019 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 07/2026 → Present
    First Citizens Asset Management
    Raleigh, NC
  • 05/2026 → Present
    Fcam Oba
    Raleigh, NC
Previous Registrations
  • 2018-01-02 → 2019-04-01
    Bb&T Securities, Llc
    Roanoke Rapids, NC
    Charlotte, NC
  • 2008-02-05 → 2018-01-02
    Bb&T Investment Services, Inc.
    Roanoke Rapids, NC
    Weldon, NC
    Roanoke Rapids, NC
    Charlotte, NC
    Roanoke Rapids, NC
  • 2006-02-08 → 2007-09-12
    Bb&T Investment Services, Inc.
    Roanoke Rapids, NC
    Charlotte, NC
    Charlotte, NC
  • 2005-09-01 → 2006-02-09
    Bb&T Asset Management, Inc.
    Roanoke Rapids, NC
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-04-13
S65 Uniform Investment Adviser Law Examination 2005-08-19
  • S63 Uniform Securities Agent State Law Examination
    2006-04-13
  • S65 Uniform Investment Adviser Law Examination
    2005-08-19
Other Names
  • Cindy White

View on SEC IAPD

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