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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-09
  • NC RA
    APPROVED
    Since 2024-04-09

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • United States

539 North Main St., Hendersonville, NC 28792 • 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 01/2018 02/2022
First Citizens Bank Asheville NC 03/2012 Present
First Citizens Investor Services Raleigh NC 02/2022 Present
  • 01/2018 → 02/2022
    First Citizens Investor Services
    Raleigh, NC
  • 03/2012 → Present
    First Citizens Bank
    Asheville, NC
  • 02/2022 → Present
    First Citizens Investor Services
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2018-03-02
Other Names
  • Alice Forbes Boyle
  • Alice F.B. Jenkins

View on SEC IAPD

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