David Kirkpatrick Bean

Current Employers

First Citizens Investor Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-01-07

NC RA
APPROVED

Since 2026-01-07

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • 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

Organization	City	State	From	To
Bankers Life & Casualty, Inc	Cary	NC	05/2021	09/2024
Wiser Systems, Inc.	Raleigh	NC	06/2020	12/2020
Liberty University	Lynchburg	VA	08/2015	05/2020
Bankers Life Securities, Inc	Cary	NC	09/2023	09/2024
Bankers Life Advisory Services, Inc	Cary	NC	11/2023	09/2024
Osaic Institutions, Inc.	Meriden	CT	09/2024	12/2025
Hometrust Bank	Raleigh	NC	09/2024	12/2025
First Citizens Investor Services	Raleigh	NC	01/2026	Present
Unemployed	Raleigh	NC	12/2020	05/2021

05/2021 → 09/2024

Bankers Life & Casualty, Inc

Cary, NC
06/2020 → 12/2020

Wiser Systems, Inc.

Raleigh, NC
08/2015 → 05/2020

Liberty University

Lynchburg, VA
09/2023 → 09/2024

Bankers Life Securities, Inc

Cary, NC
11/2023 → 09/2024

Bankers Life Advisory Services, Inc

Cary, NC
09/2024 → 12/2025

Osaic Institutions, Inc.

Meriden, CT
09/2024 → 12/2025

Hometrust Bank

Raleigh, NC
01/2026 → Present

First Citizens Investor Services

Raleigh, NC
12/2020 → 05/2021

Unemployed

Raleigh, NC

Previous Registrations

2024-09-16 → 2026-01-02

Osaic Institutions, Inc.

Meriden, CT

Raleigh, NC

Raleigh, NC
2023-11-06 → 2024-09-13

Bankers Life Advisory Services, Inc.

Chicago, IL

Cary, NC

Other Businesses

1.) Liberty University Alumni. 1971 University Blvd, Lynchburg, VA 24515; Volunteering. Leadership team member. Started Aug 2025. Not investment related. Approx 40 hours monthly. 0 hours during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-03

S66 Uniform Combined State Law Examination

2023-11-03

View on SEC IAPD