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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-12-13 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Raleigh | NC | 05/2017 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2019 | Present |
| Cambell University | Lillington | NC | 08/2012 | 05/2017 |
| First Citizens Asset Management | Charlotte Nc | NC | 03/2025 | Present |
1) Campbell University's Lundy-Fetterman School of Business graduate programs. Non-Investment related; Online Course - Conducted at home 120 New Bern St. Charlotte, NC 28203; 7/1/23; Employee or Contractor; 12 hours/month, none of which are during trading hours; I will be teaching an online course within the Masters of Trust and Wealth Management Program 2) FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/26/2025 ADDRESS: 120 New Bern St, Charlotte NC NC 28203, United States DESCRIPTION: FCAM is an affiliated IA firm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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