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First Citizens Investor Services, Inc. CRD 44430
$2.63B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-02 |
Branch Locations
802 Providence Rd , Charlotte , NC 28207 • United States
1531 E Woodlawn Rd., Charlotte, NC 28209 • 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 |
|---|---|---|---|---|
| First Citizens Bank | Charlotte | NC | 06/2019 | 10/2023 |
| Student, Unc Charlotte | Charlotte | NC | 08/2018 | 06/2019 |
| Dupont Community Credit Union | Waynesboro | VA | 01/2017 | 08/2018 |
| Student | Waynesboro | VA | 01/2005 | 01/2017 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | 10/2023 |
| First Citizens Bank | Indian Trail | NC | 10/2023 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 10/2023 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-25 |
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