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Dakota Logan Murray

First Citizens Investor Services, Inc.

Charlotte, NC

Candler, NC

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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-11
  • NC RA
    APPROVED
    Since 2025-10-11

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • United States

975 Smokey Park Highway, Candler, NC 28715 • 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
First Citizens Bank Candler NC 07/2019 03/2025
Western Carolina University Cullowhee NC 08/2015 05/2019
First Citizens Investor Services Raleigh NC 01/2022 03/2025
First Citizens Investor Services Raleigh NC 03/2025 Present
First Citizens Bank Candler NC 03/2025 Present
  • 07/2019 → 03/2025
    First Citizens Bank
    Candler, NC
  • 08/2015 → 05/2019
    Western Carolina University
    Cullowhee, NC
  • 01/2022 → 03/2025
    First Citizens Investor Services
    Raleigh, NC
  • 03/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 03/2025 → Present
    First Citizens Bank
    Candler, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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