Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2024-05-28 |
Branch Locations
539 North Main St., Hendersonville, NC 28792 • United States
1201 Tunnel Road, Asheville, NC 28805 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank (First Citizens Purchased Homebanc In 2018) | Asheville | NC | 02/2009 | Present |
| Renegade Bee Company | Palm Harbor | FL | 02/2020 | 03/2022 |
| Uber | Palm Harbor | FL | 09/2016 | 01/2017 |
| Lyft | Palm Harbor | FL | 09/2016 | 01/2017 |
| First Citizens Investor Services | Raleigh | NC | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-11 |
Reach out to this advisor