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Current Employers
First Citizens Asset Management, Inc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-18
  • GA RA
    APPROVED
    Since 2023-08-18

Branch Locations

122 North Alexander Street, Toccoa, GA 30577 • United States

First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-02-23
  • GA RA
    APPROVED
    Since 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

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 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
  • 07/2016 → 03/2023
    First Citizens Investor Services
    Raleigh, NC
  • 07/2011 → 03/2018
    First Citizens Bank
    Ware Shoals, SC
  • 04/2018 → 02/2019
    First Citizens Bank
    Comer, GA
  • 03/2019 → 03/2023
    First Citizens Bank
    Carnesville, GA
  • 03/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 08/2023 → Present
    First Citizens Asset Management
    Raleigh, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
S63 Uniform Securities Agent State Law Examination 2016-09-02
  • S66 Uniform Combined State Law Examination
    2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2016-09-02

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