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Inactive

Joseph Robert Zarzycki

Bna Wealth

Rock Hill, SC

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Current Employers
Bna Wealth

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-23
NC RA APPROVED 2025-06-20
  • SC RA
    APPROVED
    Since 2025-06-23
  • NC RA
    APPROVED
    Since 2025-06-20

Branch Locations

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • 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 Retirement & Instl Services Richmond VA 03/2014 12/2020
Not Working Richmond VA 12/2020 02/2021
Argi Investment Services Louisville KY 03/2021 11/2021
First Citizens Bank Charlotte NC 05/2025 Present
First Citizens Investor Services Raleigh NC 11/2021 Present
First Citizens Asset Management Raleigh NC 05/2022 05/2025
  • 03/2014 → 12/2020
    Bb&T Retirement & Instl Services
    Richmond, VA
  • 12/2020 → 02/2021
    Not Working
    Richmond, VA
  • 03/2021 → 11/2021
    Argi Investment Services
    Louisville, KY
  • 05/2025 → Present
    First Citizens Bank
    Charlotte, NC
  • 11/2021 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 05/2022 → 05/2025
    First Citizens Asset Management
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-02-05
S65 Uniform Investment Adviser Law Examination 2015-03-23
  • S63 Uniform Securities Agent State Law Examination
    2022-02-05
  • S65 Uniform Investment Adviser Law Examination
    2015-03-23
Other Names
  • Joseph Robert Zarzycki
  • Joseph Robert Zarvcki
  • Joe Zarzycki

View on SEC IAPD

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Other Offices

EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC
ADVISORY SERVICES NETWORK · Fort Mill, SC
LPL FINANCIAL LLC · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
EDWARD JONES · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC

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