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Brandon Lee Foster

First Citizens Investor Services, Inc.

Raleigh, NC

Columbia, SC

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-05
SC RA APPROVED 2024-11-07
  • GA RA
    APPROVED
    Since 2024-12-05
  • SC RA
    APPROVED
    Since 2024-11-07

Branch Locations

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

1212 Main St, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Columbia SC 09/2013 01/2019
Bb&T Investment Services, Inc. Charlotte SC 09/2013 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Columbia SC 01/2019 02/2021
Truist Investment Services, Inc. Columbia SC 02/2021 10/2024
Truist Advisory Services, Inc. Atlanta GA 02/2021 10/2024
First Citizens Investor Services Raleigh NC 10/2024 Present
  • 09/2013 → 01/2019
    Bb&T
    Columbia, SC
  • 09/2013 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Columbia, SC
  • 02/2021 → 10/2024
    Truist Investment Services, Inc.
    Columbia, SC
  • 02/2021 → 10/2024
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 10/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2021-02-17 → 2024-10-28
    Truist Advisory Services, Inc.
    Atlanta, GA
    Columbia, SC
    Irmo, SC
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Columbia, SC
    Richmond, VA
  • 2013-09-16 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Columbia, SC
    Columbia, SC
  • 2011-08-15 → 2013-09-05
    Wells Fargo Clearing Services, Llc
    Lexington, SC
    Lexington, SC
    Columbia, SC
    Cayce, SC
    Columbia, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-10
S63 Uniform Securities Agent State Law Examination 2006-05-05
  • S66 Uniform Combined State Law Examination
    2011-08-10
  • S63 Uniform Securities Agent State Law Examination
    2006-05-05
Designations
Other Names
  • Lee Foster
  • Brandon Foster

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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