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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-04-22
  • SC RA
    APPROVED
    Since 2026-04-22

Branch Locations

1230 Main Street, Columbia, SC 29201 • United States

406 Us Hwy 301 North, Dillon, SC 29536 • 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
Modern Woodmen Of America Rock Island IL 04/2021 05/2022
Peak Fall Protection Holly Springs NC 03/2019 04/2021
Zempleo San Ramon CA 01/2018 12/2018
East Carolina University Greenville NC 06/2012 12/2017
Mwa Financial Services Inc Rock Island IL 01/2022 05/2022
Unemployed Clayton NC 01/2019 03/2019
Secu Brokerage Services Raleigh NC 05/2022 05/2023
Secu Life Insurance Company Raleigh NC 05/2022 05/2023
State Employees' Credit Union Wendell NC 05/2022 05/2023
Credit Union Investment Services Raleigh NC 05/2022 05/2023
United Brokerage Services, Inc Fayetteville NC 05/2023 03/2026
First Citizens Investor Services Raleigh NC 03/2026 Present
  • 04/2021 → 05/2022
    Modern Woodmen Of America
    Rock Island, IL
  • 03/2019 → 04/2021
    Peak Fall Protection
    Holly Springs, NC
  • 01/2018 → 12/2018
    Zempleo
    San Ramon, CA
  • 06/2012 → 12/2017
    East Carolina University
    Greenville, NC
  • 01/2022 → 05/2022
    Mwa Financial Services Inc
    Rock Island, IL
  • 01/2019 → 03/2019
    Unemployed
    Clayton, NC
  • 05/2022 → 05/2023
    Secu Brokerage Services
    Raleigh, NC
  • 05/2022 → 05/2023
    Secu Life Insurance Company
    Raleigh, NC
  • 05/2022 → 05/2023
    State Employees' Credit Union
    Wendell, NC
  • 05/2022 → 05/2023
    Raleigh, NC
  • 05/2023 → 03/2026
    Fayetteville, NC
  • 03/2026 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-23
  • S66 Uniform Combined State Law Examination
    2022-02-23

View on SEC IAPD

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