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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-18 |
Branch Locations
122 North Alexander Street, Toccoa, GA 30577 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-23 |
Branch Locations
12380 Augusta Rd, Lavonia, GA 30553 • United States
Walhalla 3819 Blue Ridge Blvd, Walhalla, SC 29691 • United States
Hull 9205 Hwy 29 S, Athens, GA 30601 • United States
Danielsville 300 General Daniel Ave, Danielsville, GA 30633 • United States
Hartwell 86 W Franklin St, Hartwell, GA 30643 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
122 North Alexander St, Toccoa, GA 30577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 07/2016 | 03/2023 |
| First Citizens Bank | Ware Shoals | SC | 07/2011 | 03/2018 |
| First Citizens Bank | Comer | GA | 04/2018 | 02/2019 |
| First Citizens Bank | Carnesville | GA | 03/2019 | 03/2023 |
| First Citizens Investor Services | Raleigh | NC | 03/2023 | Present |
| First Citizens Asset Management | Raleigh | NC | 08/2023 | Present |
1) Angelica Renee Andrews LLC, 7427 MIze Rd., Roccoa, GA 30577. My wife buys things at thrift stores and other stores in hopes of selling for a profit on Ebay. She has an LLC. I sometimes help list the products. Began 6/1/2016; 10 hours/month, 0 hours during trading hours. Non-Investment Related, earnings are deposited into a business account with FCB under my wife's LLC. Business is not a client of the Firm. 2) First Citizens Asset Management; Nature of business is a Registered Investment Advisor; 4300 Six Forks Rd, Raleigh NC, 27609; Began 8/9/2023; Investment Advisor/Financial Consultant; 16 hours/month during trading hours. Investment Related; Investment Related; Duties as a Financial Consultant are to financially advise and create portfolios for clients; no compensation received from FCAM; organization is not a client of First Citizens. 3) BASEBALL CARDS POSITION: UPLOADING A PICTURE OF A BASEBALL CARD FOR A PRICE OR AUCTION AND IF SOMEONE WANTS TO BUY IT THEY CAN THROUGH PAYPAL, CASHAPP, ETC. NATURE: Hobby that Generates Income INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: TOCCOA GA 30577, United States DESCRIPTION: I COLLECT BASEBALL CARDS WITH MY SON. I WOULD LIKE TO BE ABLE TO PARTICIPATE IN THE HOBBY OF ALSO SELLING THEM OCCASIONALLY ON FACEBOOK BASEBALL CARD GROUPS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-02 |
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