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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-27 |
Branch Locations
6550 Knightdale Blvd, Knightdale, NC 27545 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2026 | Present |
| First Citizens Bank | Raleigh | NC | 05/2026 | Present |
| Travtalks Real Estate | Raleigh | NC | 02/2024 | 05/2024 |
| Edward Jones | St Louis | MO | 06/2024 | 01/2026 |
| First Bank | Dunn | NC | 01/2021 | 11/2023 |
| Truist | Newton Grove | NC | 08/2019 | 12/2020 |
| Pnc Bank Na | Fayetteville | NC | 12/2010 | 08/2019 |
| Matt Collier Insurance Agency | Goldsboro | NC | 01/2026 | 05/2026 |
| State Farm Vp Management Corp | Goldsboro | NC | 02/2026 | 05/2026 |
| State Farm Investment Management Corp | Goldsboro | NC | 02/2026 | 05/2026 |
| State Farm Vp Management Corp | Rocky Mount | NC | 02/2026 | 05/2026 |
| State Farm Investment Management Corp | Rocky Mount | NC | 01/2026 | 05/2026 |
| John Grimes Insurance Agency | Rocky Mount | NC | 01/2026 | 05/2026 |
| State Farm Investment Management Corp | Roanoke Rapid | NC | 01/2026 | 05/2026 |
| State Farm Vp Management Corp | Roanoke Rapid | NC | 01/2026 | 05/2026 |
| John Grimes Insurance Agency | Roanoke Rapid | NC | 01/2026 | 05/2026 |
| State Farm Vp Management Corp | Greenville | NC | 01/2026 | 05/2026 |
| State Farm Investment Management Corp | New Bern | NC | 01/2026 | 05/2026 |
| Timothy Sawyer Insurance Agency | Greenville | NC | 01/2026 | 05/2026 |
| State Farm Investment Management Corp | Greenville | NC | 01/2026 | 05/2026 |
| State Farm Vp Management Corp | New Bern | NC | 01/2026 | 05/2026 |
| Timothy Sawyer Insurance Agency | New Bern | NC | 01/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
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