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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-25 |
Branch Locations
5661 Us Hwy 25/70 Bypass, Marshall , NC 28753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 10/2017 | 06/2022 |
| First Citizens Bank | Arden | NC | 10/2017 | 06/2022 |
| Stormguard Restoration | Arden | NC | 01/2017 | 10/2017 |
| Chase Bank | Monticello | NY | 04/2015 | 12/2016 |
| First Citizens Investor Services | Raleigh | NC | 06/2022 | 03/2023 |
| First Citizens Bank | Arden | NC | 06/2022 | 03/2023 |
| First Citizens Investor Services | Raleigh | NC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
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