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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-13
  • SC RA
    APPROVED
    Since 2025-06-13

Branch Locations

728 W Main St, Lexington, SC 29072 • United States

212 E. Main Street, Moncks Corner, SC 29461 • 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
Fox's Clothing Boca Raton FL 05/2022 07/2022
Full-Time Education Monmouth IL 01/2022 05/2022
Unemployed Boca Raton FL 12/2021 01/2022
Full-Time Student Monmouth IL 08/2021 12/2021
Fox's Clothing Boca Raton FL 05/2021 08/2021
Full-Time Education Monmouth IL 01/2021 05/2021
Unemployed Chapin SC 11/2020 01/2021
Orange Theory Fitness Clarksburg MD 10/2020 11/2020
Full-Time Education Monmouth IL 08/2020 10/2020
Fox's Clothing Boca Raton FL 05/2020 08/2020
Full-Time Education Monmouth IL 08/2018 05/2020
Full-Time Education Parkland FL 08/2012 08/2018
First Citizens Bank Columbia SC 08/2022 Present
  • 08/2022 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 05/2022 → 07/2022
    Fox's Clothing
    Boca Raton, FL
  • 01/2022 → 05/2022
    Full-Time Education
    Monmouth, IL
  • 12/2021 → 01/2022
    Unemployed
    Boca Raton, FL
  • 08/2021 → 12/2021
    Full-Time Student
    Monmouth, IL
  • 05/2021 → 08/2021
    Fox's Clothing
    Boca Raton, FL
  • 01/2021 → 05/2021
    Full-Time Education
    Monmouth, IL
  • 11/2020 → 01/2021
    Unemployed
    Chapin, SC
  • 10/2020 → 11/2020
    Orange Theory Fitness
    Clarksburg, MD
  • 08/2020 → 10/2020
    Full-Time Education
    Monmouth, IL
  • 05/2020 → 08/2020
    Fox's Clothing
    Boca Raton, FL
  • 08/2018 → 05/2020
    Full-Time Education
    Monmouth, IL
  • 08/2012 → 08/2018
    Full-Time Education
    Parkland, FL
  • 08/2022 → Present
    First Citizens Bank
    Columbia, SC
Other Businesses

Martha's Vault; Non-Investment related; 123 Candleberry Cir, Columbia, SC 29201; Entertainment Musician; band member; Began 8/28/12; 8 hour/month though none during securities trading hours; Base guitarist, our service is our entertainment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
S63 Uniform Securities Agent State Law Examination 2022-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13
  • S63 Uniform Securities Agent State Law Examination
    2022-10-15

View on SEC IAPD

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