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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
2405 Stantonsburg Road, Greenville, NC 27834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 01/2024 | Present |
| Crosscountry Mortgage | Wilmington | NC | 09/2022 | 10/2023 |
| Full-Time Education | Wilmington | NC | 01/2013 | 08/2022 |
| First Citizens Bank | Raleigh | NC | 01/2024 | Present |
| Unemployed | Wilmington | NC | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-22 |
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