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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-20
  • NC RA
    APPROVED
    Since 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

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
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
  • 08/2022 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 08/2021 → Present
    First Citizens Bank
    Chester, SC
  • 04/2020 → 07/2020
    Chester Golf Club
    Chester, SC
  • 05/2019 → 07/2019
    Mst Concrete
    Central, SC
  • 05/2018 → 07/2018
    Gaston, Marion And Stubbs
    Chester, SC
  • 08/2012 → 06/2017
    Lewisville School System
    Richburg, SC
  • 08/2017 → 05/2021
    Clemson University
    Clemson, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-10
S63 Uniform Securities Agent State Law Examination 2022-10-14
  • S65 Uniform Investment Adviser Law Examination
    2025-06-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-14
Other Names
  • Kaleb Mckee

View on SEC IAPD

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