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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-06 |
Branch Locations
7366 Garners Ferry Rd, Columbia, SC 29209 • United States
212 E. Main Street, Moncks Corner, SC 29461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Columbia | SC | 05/2015 | Present |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 09/2021 | Present |
| First Citizens Bank | Columbia | SC | 12/2024 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-30 |
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