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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-31 |
Branch Locations
241 Medical Park Rd, Mooresville, NC 28117 • United States
201 N Main St., Abbeville, SC 29620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 06/2024 | Present |
| First Citizens Bank | Raleigh | NC | 07/2023 | Present |
| Lander University | Greenwood | SC | 08/2019 | 12/2023 |
| Greenwood High School | Greenwood | SC | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-15 |
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