Charles Falconer Mccallum

Current Employers

Employment History

• 09/2016 → 01/2023
  Truist Advisory Services, Inc
  Atlanta, GA
• 03/2016 → 05/2018
  Suntrust Investment Services, Inc
  Atlanta, GA
• 03/2016 → 05/2018
  Suntrust Bank
  Atlanta, GA
• 05/2018 → 01/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 06/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2023 → Present
  First Citizens Investor Services
  Raleigh, NC
• 01/2023 → Present
  First Citizens Bank
  Raleigh, NC
• 08/2025 → Present
  Svb Wealth
  Boston, MA
• 08/2025 → Present
  First Citizens Asset Mangagement
  Raleigh, NC
• 01/2026 → Present
  First Citizens Delaware Trust Company
  Raleigh, NC

Previous Registrations

• 2016-09-14 → 2023-01-31
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2019-12-10 → 2021-03-10
  Bb&T Securities, Llc
  Richmond, VA
  Charlotte, NC
  Richmond, VA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Richmond, VA
• 2010-06-11 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-01-06 → 2008-06-30
  Truist Investment Services, Inc.
  Brentwood, TN
  Nashville, TN
  Brentwood, TN
  Norfolk, VA
  Norfolk, VA

Other Businesses

1008 Grayson Street Rental Property POSITION: Owner NATURE: Single Family Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 per month SECURITIES TRADING HOURS: 0 START DATE: 12/01 /2008 ADDRESS: Norfolk, VA DESCRIPTION: Review statement from property manager 3104 Lens Avenue Rental Property POSITION: Owner NATURE: Duplex Family Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 per month SECURITIES TRADING HOURS: 0 START DATE: 06/01/2001 ADDRESS: Norfolk, VA DESCRIPTION: Review statement from property manager 3805 Pleasant Avenue Rental Property POSITION: Owner NATURE: Four-plex Family Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 per month SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: Norfolk, VA DESCRIPTION: Review statement from property manager 1436 PICADILLY STREET LLC Rental Property POSITION: Member/ Manager NATURE: Rental-Property12 Unit Apartment Building- 1436 Picadilly St INVESTMENT RELATED: No NUMBER OF HOURS: 1 per month SECURITIES TRADING HOURS: 0 START DATE: 10/01/2011 ADDRESS: , Norfolk VA , United States DESCRIPTION: Review statement from property manager 1415 OCEAN VIEW AVE LLC Rental Property POSITION: Member/ Manager NATURE: Rental Property18 Unit Apartment Building- 1415 Ocean View Ave INVESTMENT RELATED: YES NUMBER OF HOURS: 1 per month Security Trading HOURS: 0 START DATE: 10/09/2013 ADDRESS: NORFOLK VA DESCRIPTION: Review statement from property manager McCallum LLC POSITION: Member/ Manager NATURE: Owns real property partnership interests INVESTMENT RELATED: YES NUMBER OF HOURS: 1 per month Security Trading HOURS: 0 START DATE: 2/15/2002 ADDRESS: Dunwoody, GA DESCRIPTION: Review statement quarterly SVB Wealth 8540 Colonnade Center Drive Raleigh, NC 27615 Board Position/Officer/ Director; Duties are attend quarterly board meetings and support activity of the business. Began 4/1/2023; 10 hours per month during trading First Citizens Asset Management 8540 Colonnade Center Drive Raleigh, NC 27615 Board Position/Officer/ Director; Duties are attend quarterly board meetings and support activity of the business. Began 4/1/2023; 5 hours per month during trading First Citizens Delaware Trust Company POSITION: Officer/Director NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: First Citizens Delaware Trust provides Fiduciary services to clients who need a Delaware situs for their Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-21
• S63 Uniform Securities Agent State Law Examination
  1996-02-20

Designations

Other Names

• Cory Mccallum
• Charles Falconer Mccallum
• Charles Falconer Mccallum