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Nidaa Petros Kalasho

First Citizens Investor Services, Inc.

San Diego, CA

Pasadena, CA

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-20
  • CA RA
    APPROVED
    Since 2023-09-20

Branch Locations

3580 Carmel Mountain Rd Suite 160, San Diego, CA 92130 • United States

75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • 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
Wells Fargo Bank N.A. Santee CA 08/2010 11/2021
Wells Fargo Advisors Llc San Diego CA 07/2013 11/2016
Wells Fargo Clearing Services, Llc Santee CA 11/2016 11/2021
U.S. Bancorp Investments, Inc. El Cajon CA 12/2021 09/2023
U.S. Bank El Cajon CA 12/2021 09/2023
First Citizens Investor Services Raleigh NC 09/2023 Present
First Citizens Bank San Diego CA 09/2023 Present
  • 08/2010 → 11/2021
    Wells Fargo Bank N.A.
    Santee, CA
  • 07/2013 → 11/2016
    Wells Fargo Advisors Llc
    San Diego, CA
  • 11/2016 → 11/2021
    Wells Fargo Clearing Services, Llc
    Santee, CA
  • 12/2021 → 09/2023
    U.S. Bancorp Investments, Inc.
    El Cajon, CA
  • 12/2021 → 09/2023
    U.S. Bank
    El Cajon, CA
  • 09/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2023 → Present
    First Citizens Bank
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-30
S63 Uniform Securities Agent State Law Examination 2013-09-11
  • S65 Uniform Investment Adviser Law Examination
    2020-11-30
  • S63 Uniform Securities Agent State Law Examination
    2013-09-11
Other Names
  • Nidaa Ghally Petros
  • Nidaa Petros
  • Nidaa Petros-Kalasho
  • Nidaa G Petros

View on SEC IAPD

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