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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-25 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Concord | NC | 03/2006 | Present |
| First Citizens Investor Services | Raleigh | NC | 01/2017 | Present |
| First Citizens Asset Management | Charlotte | NC | 12/2023 | Present |
Cabarrus Rowan Community Health Center, 202 D McGill Ave NW Concord, NC 28025. Board Member for the center. Began 3/26/19, 3 hours/month, 0 during trading hours. Non investment related, no compensation received. FIRST CITIZENS ASSET MANAGEMENT, POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2023, ADDRESS: 128 S TRYON ST, CHARLOTTE NC 28202, United States, DESCRIPTION: FCAM is an affiliated IA Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-03 |
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