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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-31
  • SC RA
    APPROVED
    Since 2026-08-31

Branch Locations

241 Medical Park Rd, Mooresville, NC 28117 • United States

201 N Main St., Abbeville, SC 29620 • 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 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
  • 06/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 07/2023 → Present
    First Citizens Bank
    Raleigh, NC
  • 08/2019 → 12/2023
    Lander University
    Greenwood, SC
  • 08/2015 → 05/2019
    Greenwood High School
    Greenwood, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
S63 Uniform Securities Agent State Law Examination 2024-08-15
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31
  • S63 Uniform Securities Agent State Law Examination
    2024-08-15

View on SEC IAPD

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