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Jonathan David Rosche

First Citizens Investor Services, Inc.

Raleigh, NC

Roanoke, VA

Roanoke, VA

Salem, VA

Christiansburg, VA

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-07-12
  • VA RA
    APPROVED
    Since 2023-07-12

Branch Locations

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

1535 Hershberger Rd , Roanoke, VA 24012 • United States

110 Church Ave, Roanoke, VA 24011 • United States

106 Roanoke Blvd, Salem, VA 24153 • United States

250 Peppers Ferry Road Ne, Christiansburg, VA 24073 • 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
Wells Fargo Advisors, Llc Roanoke VA 04/2016 11/2016
Wells Fargo Clearing Services, Llc Roanoke VA 11/2016 07/2023
First Citizens Investor Services Raleigh NC 07/2023 Present
  • 04/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Roanoke, VA
  • 11/2016 → 07/2023
    Wells Fargo Clearing Services, Llc
    Roanoke, VA
  • 07/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2016-04-06 → 2023-07-18
    Wells Fargo Clearing Services, Llc
    Christiansburg, VA
    Roanoke, VA
    Christiansburg, VA
    Radford, VA
    Blacksburg, VA
    Galax, VA
    Radford, VA
  • 2011-07-25 → 2016-04-07
    Edward Jones
    St Louis, MO
    Christiansburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-26
  • S66 Uniform Combined State Law Examination
    2011-05-26
Other Names
  • Jonathan Rosche

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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