Nancy Snow Branham

Current Employers

Employment History

• 01/2016 → 02/2026
  First Citizens Investor Services, Inc.
  Sumter, SC
• 06/2016 → 02/2026
  First Citizens Asset Management
  Columbia, SC
• 03/2026 → Present
  Osaic Wealth Inc
  Orangeburg, SC

Previous Registrations

• 2017-05-15 → 2026-02-27
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Columbia, SC
  Sumter, SC
• 2016-06-27 → 2026-02-27
  First Citizens Asset Management, Inc
  Sumter, SC
  Raleigh, NC
  Sumter, SC

Other Businesses

1. SUMTER DISABILITIES & SPECIAL NEEDS BOARD POSITION: board of directors NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 750 Electric Dr, Sumter SC 29150, United States DESCRIPTION: help with decisions/board duties during monthly meeting 2. LAH INSURANCE LICENSE POSITION: agent NATURE: Hold LAH insurance NPN 17627356 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 605 Antlers Drive, SUMTER SC 29150, United States DESCRIPTION: Hold LAH insurance license to use in connection with FINRA registrations 3. FANCY FLOWERS POSITION: owner NATURE: small independent floral business, no storefront/customers-events and delivery only INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 605 Antlers Drive, SUMTER SC 29150, United States DESCRIPTION: ordering flowers, designing arrangements 4. LAH INSURANCE LICENSE POSITION: agent NATURE: Hold LAH insurance NPN 17627356 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 605 Antlers Drive, SUMTER SC 29150, United States DESCRIPTION: Hold LAH insurance license to use in connection with FINRA registrations 5. SUMTER DISABILITIES & SPECIAL NEEDS BOARD POSITION: board of directors NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 750 Electric Dr, Sumter SC 29150, United States DESCRIPTION: help with decisions/board duties during monthly meeting 6. FANCY FLOWERS POSITION: owner NATURE: small independent floral business, no storefront/customers-events and delivery only INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 605 Antlers Drive, SUMTER SC 29150, United States DESCRIPTION: ordering flowers, designing arrangements 7. C & N WEALTH MANAGEMENT, LLC (INSURANCE) POSITION: Registered Assistant/Office Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/17/2026 ADDRESS: 1480 Sims St, Orangeburg SC 29115, United States DESCRIPTION: assisting clients as needed with insurance business (fixed annuities) 8. C & N WEALTH MANAGEMENT LLC POSITION: Registered Assistant, Office Manager, Part Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 04/17/2026 ADDRESS: 1480 Sims St, Orangeburg SC 29115, United States DESCRIPTION: Providing client assistance and trading as needed for securities business.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-26

Other Names

• Nancy Lee Snow