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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-09-29 |
Branch Locations
4300 Six Forks Rd., Raleigh, NC 27609 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First South Financial Services | Spartanburg | SC | 03/2018 | 06/2019 |
| First Citizens Investor Services | Raleigh | NC | 06/2019 | Present |
| Homemaker | Spartanburg | SC | 01/2010 | 03/2018 |
| First Citizens Asset Managment | Raleigh | NC | 09/2021 | Present |
First Citizens Asset Management, Inc. 4300 Six Forks Rd. Raleigh, NC 27609. Position is RBSA, began 9/29/21. 16 hours/week during trading hours. Investment related. Duties are supporting the investment advisor in research, servicing clients, helping with creating proposals for new relationships, and raising cash as needed. Compensation is part of salary paid by FCIS. No direct compensation from FCAM. Business is not a client of the Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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