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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 2025-02-04
  • NC RA
    APPROVED
    Since 2025-02-04

Branch Locations

2405 Stantonsburg Road, Greenville, NC 27834 • 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 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
  • 03/2018 → 01/2023
    First Citizens Investor Services
    Raleigh, NC
  • 02/2018 → 01/2023
    First Citizens Bank
    Greenville, SC
  • 09/2013 → 02/2018
    B B & T Bank
    Greenville, NC
  • 01/2022 → Present
    Pitt Community College
    Winterville, NC
  • 01/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2018-04-27
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2018-04-27
Other Names
  • Mandi Merrill

View on SEC IAPD

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