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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-25 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-18 |
Branch Locations
1212 Main St, Columbia, SC 29201 • United States
683 Bultman Drive, Sumter, SC 29150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 11/2016 | 03/2026 |
| First Citizens Bank | Columbia | SC | 06/2013 | 11/2016 |
| First Citizens Asset Management | Columbia | SC | 01/2017 | 03/2026 |
| First Citizens Investor Services | Raleigh | NC | 03/2026 | Present |
| First Citizens Asset Management | Raleigh | NC | 03/2026 | Present |
1) Forest Glen HOA POSITION: Officer/Director NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 118 Thicket Lane, Columbia SC 29204, United States DESCRIPTION: neighborhood Home Owner's Association. I have been asked to serve as VP. I will have no access to funds or sole decision making authority. 2. First Citizens Asset Management; 8540 Colonnade Center Drive Raleigh, NC 27615. Affiliated IA Firm, As a Director Regional FCIS Sales I will be meeting with existing and prospective clients to discuss our full range of investment capabilities. Begin 3/24/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-01 |
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