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James Wilson Taylor

First Citizens Investor Services, Inc.

Wilmington, NC

Greenville, NC

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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 2025-12-09
  • NC RA
    APPROVED
    Since 2025-12-09

Branch Locations

8219 Market Street, Wilmington, NC 28411 • United States

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 12/2023 Present
First Citizens Bank Wilmington NC 03/2022 Present
Rce Theaters Roanoke Rapids NC 04/2016 12/2021
  • 12/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 03/2022 → Present
    First Citizens Bank
    Wilmington, NC
  • 04/2016 → 12/2021
    Rce Theaters
    Roanoke Rapids, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
S63 Uniform Securities Agent State Law Examination 2024-02-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09
  • S63 Uniform Securities Agent State Law Examination
    2024-02-29
Other Names
  • Wil Taylor

View on SEC IAPD

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TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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