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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| SC | RA | APPROVED | 2017-05-15 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 08/2016 | Present |
| First Citizens Asset Management | Columbia | SC | 08/2016 | Present |
Crotts Rental Property 2178 Medway Road Charleston 29412 Phone Number: (843) 452-4333 Email: adamcrotts@gmail.com. Own rental property, began 4/1/16. Zero hr/month, zero during trading hours, non investment related. No responsibilities and no direct compensation - rent goes towards mortgage. First Citizens Asset Management, 1230 Main St., Columbia, SC 29201. Registered Investment Advisor Rep, began 9/1/16. Fee based compensation, Investment Related, 40 hours/month, 20 during trading hours. Duties are Establishing customer accounts and handling portfolios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-28 |
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