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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 2026-06-09
  • SC RA
    APPROVED
    Since 2026-06-09

Branch Locations

1401 W Hwy 160, Fort Mill, SC 29715 • United States

241 Medical Park Rd, Mooresville, NC 28117 • 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
Carolina Forest High School Myrtle Beach SC 08/2014 08/2018
Campbell University Buies Creek NC 08/2018 12/2018
Coastal Carolina University Conway SC 12/2018 12/2022
New York Life Insurance Company Charlotte NC 12/2022 11/2023
Nylife Securities Llc Charlotte NC 03/2023 11/2023
First Citizens Investor Services Raleigh NC 11/2023 Present
First Citizens Bank Fort Mill SC 11/2023 Present
  • 08/2014 → 08/2018
    Carolina Forest High School
    Myrtle Beach, SC
  • 08/2018 → 12/2018
    Campbell University
    Buies Creek, NC
  • 12/2018 → 12/2022
    Coastal Carolina University
    Conway, SC
  • 12/2022 → 11/2023
    New York Life Insurance Company
    Charlotte, NC
  • 03/2023 → 11/2023
    Nylife Securities Llc
    Charlotte, NC
  • 11/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 11/2023 → Present
    First Citizens Bank
    Fort Mill, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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