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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-27 |
Branch Locations
5417 Page Road, Durham, NC 27703 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2013 | 01/2017 |
| Northwestern Mutual Investment Services, Llc | Raleigh | NC | 02/2015 | 01/2017 |
| First Citizens Bank | Raleigh | NC | 01/2017 | 10/2021 |
| First Citizens Investor Services | Raleigh | NC | 05/2017 | 10/2021 |
| First Citizens Investor Services | Raleigh | NC | 10/2021 | 12/2022 |
| First Citizens Bank | Raleigh | NC | 10/2021 | 12/2022 |
| Massmutual Life Insurance Co | Raleigh | NC | 01/2023 | 05/2024 |
| Mml Investors Services Llc | Raleigh | NC | 01/2023 | 05/2024 |
| First Citizens Investor Services | Raleigh | NC | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-23 |
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