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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-22 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
7208 Creedmoor Road, Raleigh, NC 27613 • United States
3650 Wendell Blvd , Wendell, NC 27591 • United States
7001 Falls Of Neuse Rd, 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 | 10/2022 | 06/2025 |
| First Citizens Bank | Raleigh | NC | 02/2007 | 06/2025 |
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-03 |
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