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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-15 |
Branch Locations
860 Knox Abbott Drive, Cayce, SC 29033 • United States
1230 Main Street, Columbia, SC 29201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 11/2021 | 03/2023 |
| First Citizens Bank | West Columbia | SC | 07/2019 | 03/2023 |
| Pnc Bank | Columbia | SC | 10/2016 | 06/2019 |
| Unemployed | Port St Lucie | FL | 06/2016 | 10/2016 |
| First Citizens Investor Services | Raleigh | NC | 03/2023 | Present |
| First Citizens Bank | Columbia | SC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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