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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-20 |
Branch Locations
212 E. Main Street, Moncks Corner, SC 29461 • United States
1612 J A Cochran Bypass, Chester, SC 29706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 08/2022 | Present |
| First Citizens Bank | Chester | SC | 08/2021 | Present |
| Chester Golf Club | Chester | SC | 04/2020 | 07/2020 |
| Mst Concrete | Central | SC | 05/2019 | 07/2019 |
| Gaston, Marion And Stubbs | Chester | SC | 05/2018 | 07/2018 |
| Lewisville School System | Richburg | SC | 08/2012 | 06/2017 |
| Clemson University | Clemson | SC | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
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