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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
Branch Locations
53 State St 28Th Floor, Boston, MA 02109 • United States
11 West 42Nd Street, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | New York | NY | 04/2025 | Present |
| Wilmington Trust Co | New York | NY | 05/2022 | 12/2024 |
| Morgan Stanley | New York | NY | 04/2011 | 04/2022 |
| First Citizens Bank | New York | NY | 04/2025 | Present |
| Unemployed | New York | NY | 01/2025 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-05 |
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