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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 | 2023-05-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 04/2022 | 04/2023 |
| Campbell University School Of Osteopathic Medicine (Cusom) | Lillington | NC | 03/2019 | 03/2022 |
| Syneos Health | Raleigh | NC | 06/2018 | 03/2019 |
| Umethod Health | Raleigh | NC | 05/2018 | 08/2018 |
| Cutco Cutlery | Raleigh | NC | 06/2017 | 08/2018 |
| Ftc 7083 Team Tundrabots | Apex | NC | 06/2013 | 04/2017 |
| Hope Community Church | Cary | NC | 04/2012 | 03/2023 |
| First Citizens Investor Services | Raleigh | NC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
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