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Johnna Rene Kendrick

First Citizens Investor Services, Inc.

Raleigh, NC

Raleigh, NC

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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 2019-06-26
  • NC RA
    APPROVED
    Since 2019-06-26

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

2005 Clark Avenue, Raleigh, NC 27605 • 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
Bb&T Investments Charlotte NC 10/2009 01/2018
Bb&T Securities, Llc Cary NC 01/2018 02/2019
Edward Jones St Louis MO 03/2019 05/2019
First Citizens Investor Services Raleigh NC 06/2019 11/2021
First Citizens Asset Management Columbia SC 11/2019 12/2021
First Citizens Investor Services Raleigh NC 11/2021 09/2022
First Citizens Investor Services Raleigh NC 09/2022 Present
  • 10/2009 → 01/2018
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2019
    Bb&T Securities, Llc
    Cary, NC
  • 03/2019 → 05/2019
    Edward Jones
    St Louis, MO
  • 06/2019 → 11/2021
    First Citizens Investor Services
    Raleigh, NC
  • 11/2019 → 12/2021
    First Citizens Asset Management
    Columbia, SC
  • 11/2021 → 09/2022
    First Citizens Investor Services
    Raleigh, NC
  • 09/2022 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2019-11-15 → 2021-12-01
    First Citizens Asset Management, Inc
    Raleigh, NC
  • 2019-03-05 → 2019-05-18
    Edward Jones
    Angier, NC
    St Louis, MO
  • 2018-01-02 → 2019-03-04
    Bb&T Securities, Llc
    Charlotte, NC
    Cary, NC
    Raleigh, NC
  • 2016-03-04 → 2018-01-02
    Bb&T Investment Services, Inc.
    Raleigh, NC
    Charlotte, NC
    Raleigh, NC
    Apex, NC
    Cary, NC
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-03
S63 Uniform Securities Agent State Law Examination 2010-02-16
  • S65 Uniform Investment Adviser Law Examination
    2016-03-03
  • S63 Uniform Securities Agent State Law Examination
    2010-02-16
Other Names
  • Johnna Rene Hereford
  • Johnna Rene Croom

View on SEC IAPD

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