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Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-08-29
  • SC RA
    APPROVED
    Since 2025-08-29

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • United States

860 Knox Abbott Drive, Cayce, SC 29033 • 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 07/2023 11/2025
The Home Depot Lexington SC 05/2020 05/2021
Nautical Boat Club Lexington SC 05/2021 08/2021
First Citizens Bank Lexington SC 05/2022 08/2022
Student Lexington SC 01/2012 05/2020
First Citizens Bank Lexington SC 05/2023 11/2025
Student Spartanburg SC 08/2022 05/2023
Student Spartanburg SC 08/2021 05/2022
First Citizens Bank Columbia SC 11/2025 Present
First Citizens Investor Services Raleigh NC 11/2025 Present
  • 07/2023 → 11/2025
    First Citizens Investor Services
    Raleigh, NC
  • 05/2020 → 05/2021
    The Home Depot
    Lexington, SC
  • 05/2021 → 08/2021
    Nautical Boat Club
    Lexington, SC
  • 05/2022 → 08/2022
    First Citizens Bank
    Lexington, SC
  • 01/2012 → 05/2020
    Student
    Lexington, SC
  • 05/2023 → 11/2025
    First Citizens Bank
    Lexington, SC
  • 08/2022 → 05/2023
    Student
    Spartanburg, SC
  • 08/2021 → 05/2022
    Student
    Spartanburg, SC
  • 11/2025 → Present
    First Citizens Bank
    Columbia, SC
  • 11/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2023-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2023-10-13

View on SEC IAPD

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