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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-07 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-28 |
Branch Locations
11063 Anderson Rd, Piedmont, SC 29673 • United States
2420 Laurens Rd, Greenville, SC 29607 • United States
Easley 6539 Calhoun Memorial Hwy, Easley, SC 29640 • United States
Liberty 2 W Main St, Liberty, SC 29657 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
325 West Mcbee Avenue, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 07/2023 | 07/2024 |
| Full-Time Education | Clemson | SC | 06/2019 | 06/2023 |
| Student | Greenville | SC | 01/2012 | 06/2019 |
| First Citizens Bank | Greenville | SC | 07/2023 | 07/2024 |
| First Citizens Investor Services | Raleigh | NC | 07/2024 | Present |
| First Citizens Asset Management | Raleigh | NC | 04/2025 | Present |
FCAM, 8540 Colonnade Center Drive, Raleigh, NC 27615; Financial Consultant; Duties are meeting with existing and prospective clients to discuss full range of investment capabilities. Began 4/1/225; 15 hr/month,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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