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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-27 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
450 E. Henry Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Inman | SC | 01/2019 | 01/2024 |
| Lanford Consulting | Spartanburg | SC | 03/2010 | 01/2019 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | 01/2026 |
| First Citizens Bank | Spartanburg | SC | 01/2024 | 01/2026 |
| First Citizens Investor Services | Raleigh | NC | 01/2026 | Present |
| First Citizens Bank | Spartanburg | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
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