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Heather Mauldin Coley

First Citizens Investor Services, Inc.

Mooresville, NC

Albemarle, 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 2026-06-10
  • NC RA
    APPROVED
    Since 2026-06-10

Branch Locations

241 Medical Park Rd, Mooresville, NC 28117 • United States

352 North First Street, Albemarle, NC 28001 • 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 And Trust Albemarle NC 09/2006 Present
  • 12/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 09/2006 → Present
    First Citizens Bank And Trust
    Albemarle, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
S63 Uniform Securities Agent State Law Examination 2024-02-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10
  • S63 Uniform Securities Agent State Law Examination
    2024-02-29
Other Names
  • Heather Anne Mauldin

View on SEC IAPD

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