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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-04 |
Branch Locations
2405 Stantonsburg Road, Greenville, NC 27834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 03/2018 | 01/2023 |
| First Citizens Bank | Greenville | SC | 02/2018 | 01/2023 |
| B B & T Bank | Greenville | NC | 09/2013 | 02/2018 |
| Pitt Community College | Winterville | NC | 01/2022 | Present |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
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