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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-21 |
Branch Locations
6800 Paragon Place Suite 115, Richmond, VA 23230 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-28 |
Branch Locations
6800 Paragon Place Suite 115, Richmond, VA 23230 • United States
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 | Raleigh | NC | 01/2024 | Present |
| Thomson Reuters | Richmond | VA | 09/2015 | 03/2020 |
| Ryan Llc | Richmond | VA | 03/2020 | 04/2023 |
| Unemployed | Richmond | VA | 05/2023 | 08/2023 |
| Equityrt | Richmond | VA | 08/2023 | 12/2023 |
| First Citizens Asset Management | Raleigh | NC | 03/2025 | Present |
FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 03/17/2025 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: FCAM is an affiliated IA Firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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