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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | Cayce | SC | 01/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 12/2006 | Present |
First Citizens Asset Management, 1230 Main Street, Columbia, SC 29201. Investment Related, began 12/18/06, investment advisor rep. 4 hours/month, 1 during trading hours, fee based compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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