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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-04 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Virginia Beach | VA | 01/2011 | 09/2023 |
| Unemployed | Charlotte | NC | 09/2023 | 02/2024 |
| Jacqueline Fish | Charlotte | NC | 02/2024 | 03/2024 |
| William Bailey | Charlotte | NC | 03/2024 | 05/2025 |
| Jacqueline Fish | Charlotte | NC | 03/2024 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 03/2024 | 05/2025 |
| William Bailey | Charlotte | NC | 02/2024 | 03/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | 05/2025 |
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| First Citizens Bank | Raleigh | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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