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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-09-27 |
Branch Locations
1414 West Northwood Street, Greensboro, NC 27408 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc. | High Point | NC | 09/2006 | Present |
Peak Property Management LLC, 3419 Garrick Trace, Browns Summit, NC 27214. Nature of business is to purchase, repair and flip or rent out homes. Position is Member/Manager is M. Hunter and Jamie Smothers Living Trust dated January 21, 2020 (Husband Matthew Hunter Smothers and myself are Trustees of the Trust and manage the LLC. Activity began 10/8/2015. 10 hours/month, 0 hours/month during trading hours. Is investment related. Duties are to purchase homes, make repairs to home, find renter. manage rent payment, manage home concerns, possibly sell homes or rent home. Services offered are repairs and managing for renters. Compensation: Income from the Rent of the tenants, minus expenses for upkeep, HOA, taxes, and insurance. I not a client of the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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