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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-11-09
  • NC RA
    APPROVED
    Since 2021-11-09

Branch Locations

22 Hiwassee Street, Murphy, NC 28906 • United States

36 Hwy 64 E, Hayesville, NC 28904 • 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
Waddell &Amp; Reed, Inc Alpharetta GA 02/2016 07/2018
Various Insurance Carriers Woodstock GA 08/2016 05/2021
Foothills Swim And Racquet Club Colorado Springs CO 04/2016 12/2017
Woodbury Financial Services Inc Milton GA 07/2018 11/2019
First Citizens Bank Hayesville NC 11/2021 07/2023
First Citizens Investor Service Raleigh NC 11/2021 07/2023
Cooks Limited Murphy NC 11/2019 11/2021
First Citizens Investor Services Raleigh NC 07/2023 Present
  • 02/2016 → 07/2018
    Waddell &Amp; Reed, Inc
    Alpharetta, GA
  • 08/2016 → 05/2021
    Various Insurance Carriers
    Woodstock, GA
  • 04/2016 → 12/2017
    Foothills Swim And Racquet Club
    Colorado Springs, CO
  • 07/2018 → 11/2019
    Woodbury Financial Services Inc
    Milton, GA
  • 11/2021 → 07/2023
    First Citizens Bank
    Hayesville, NC
  • 11/2021 → 07/2023
    First Citizens Investor Service
    Raleigh, NC
  • 11/2019 → 11/2021
    Cooks Limited
    Murphy, NC
  • 07/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2018-07-16 → 2019-11-13
    Woodbury Financial Services, Inc.
    Milton, GA
  • 2016-08-22 → 2018-07-23
    Waddell & Reed
    Colorado Springs, CO
    Las Vegas, NV
    Alpharetta, GA
    Atlanta, GA
    Charleroi, PA
Other Businesses

Tri-County Community College Board of Trustees, Clay County Representative; not investment-related; MAIN CAMPUS 21 Campus Circle Murphy, NC 28906; College serves commuter students in a remote, rural area consisting of Cherokee, Clay, and Graham Counties by providing college transfer, vocational, technical, and adult education programs; Trustee; 3/6/2023 1-2 hours/month, 1 during trading hours; Trustees are authorized to do all things necessary and proper to organize and operate Tri-County Community College consistent with laws and State Board rules and regulations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-01
  • S66 Uniform Combined State Law Examination
    2016-08-01
Other Names
  • Julie M Anderson
  • Julie Maria Anderson
  • Julie Anderson
  • Julie Maria Walton

View on SEC IAPD

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