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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-08 |
Branch Locations
152 E. Bay Street, Charleston, SC 29401 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | New York | NY | 10/2014 | 04/2024 |
| First Republic Securities Company, Llc | New York | NY | 05/2018 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 05/2024 | 06/2025 |
| Wells Fargo Bank, Na | Mount Pleasant | SC | 05/2024 | 06/2025 |
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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