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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-26 |
Branch Locations
8510 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-04 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • 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 |
| Campbell University | Buies Creek | NC | 06/2017 | 05/2020 |
| Halifax Community College | Weldon | NC | 09/2013 | 05/2017 |
| First Citizens Bank | Raleigh | NC | 03/2020 | 08/2022 |
| First Citizens Bank | Raleigh | NC | 09/2022 | Present |
| First Citizens Asset Management | Raleigh | NC | 10/2022 | Present |
First Citizens Asset Management; Investment Related; 4300 Six Forks Rd., Raleigh, NC 27609, Investment Advisor Firm, position is Institutional Consultant selling Brokered Retirement Plans; start date 10/13/2022.; 16 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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