Best Investors Account Sign in
Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-12
  • SC RA
    APPROVED
    Since 2026-08-12

Branch Locations

212 E. Main Street, Moncks Corner, SC 29461 • United States

10919 Ocean Highway, Pawleys Island, SC 29585 • 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 12/2020 Present
First Citizens Bank Pawleys Island SC 04/2016 Present
  • 12/2020 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 04/2016 → Present
    First Citizens Bank
    Pawleys Island, SC
Other Businesses

1) Outreach Farm; 640 Morse Ave, Murrells Inlet, SC, 29576; Local charity board that serves to provide the meat portion of food to the needy in the area of Georgetown, Horry and Williamsburg counties; Began 01/02/2020; 2 hours/month during trading hours; Board Member; This is a non-money handling board position; Non-Investment Related; Business is not a client of the Firm. 2) Rotary Club of Pawleys Island; Litchfield Country Club, Pawleys Is, SC, 29585; Civic organization board member; No products and services. This is a Rotary club civic organization. Investment business in not discussed; Began 08/01/2016; 10 hours/month during trading hours. Non-Investment Related; Business is not a client of the Firm. 3) BMT MOVERS POSITION: Owner/Co-Owner NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2023 ADDRESS: Pawleys Island SC 29585, United States DESCRIPTION: Small item moving and hauling business. Provides assistance moving and/or delivery an item/or items that customers purchased at a local consignment shop.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-12
S63 Uniform Securities Agent State Law Examination 2021-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-08-12
  • S63 Uniform Securities Agent State Law Examination
    2021-02-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Moncks Corner, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor