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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-08-23 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Asset Management | Raleigh | NC | 08/2016 | Present |
| First Citizens Bank & Trust Company | Raleigh | NC | 06/2014 | Present |
RTRETREATS POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2021 ADDRESS: 4030 Wake Forest Road STE 349, Raleigh NC 27609, United States DESCRIPTION: Rental Property LLC (airbnb/vrbo)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-23 |
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