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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-20 |
Branch Locations
6808 Northlake Mall Drive, Charlotte, NC 28216 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2024 | 07/2026 |
| First Citizens Bank | Charlotte | NC | 12/2023 | 07/2026 |
| Poplar Pointe Marine | Bracey | VA | 07/2022 | 12/2023 |
| Self-Employed | Raleigh | NC | 08/2021 | 07/2022 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2017 | 07/2021 |
| T.C. Roberson High School | Asheville | NC | 08/2013 | 08/2017 |
| First Citizens Investor Services | Raleigh | NC | 01/2026 | Present |
| First Citizens Bank | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-14 |
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