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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

JULIA NICOLE ROBERTS

Advisor at FIRST CITIZENS INVESTOR SERVICES, INC.

CHARLOTTE, NC | ARDEN, NC

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Search this name across graphsid dfx:ria:27f233c5-8848-9489-bac8-cc2ea9562ee5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jul 9, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIRST CITIZENS INVESTOR SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 6, 2018
First registration: Jul 9, 2018
Dual registered: yes, broker-dealer
Other names: Julia Nicole Bryson|JULIA BLANKENSHIP|Julia Nicole Blankenship|Julia N Blankenship|Julia N Bryson|Julia Bryson
IAPD individual key: 6929818

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Jun 20, 2025	n/a	yes	CHARLOTTE, NC\|ARDEN, NC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 29, 2024	Jun 17, 2025	no	CHARLOTTE, NC\|CANDLER, NC\|WAYNESVILLE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 5, 2024	Jul 23, 2024	no	HENDERSONVILLE, NC	Previous registration
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Jul 6, 2022	Feb 21, 2024	no	ASHEVILLE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 9, 2018	Jul 2, 2022	no	ATLANTA, GA\|ASHEVILLE, NC\|ASHEVILLE, NC\|SAINT AUGUSTINE, FL\|ASHEVILLE, NC\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|NEW YORK, NY\|Jacksonville, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	FIRST CITIZENS INVESTOR SERVICES, INC.	Jun 17, 2025	Jun 20, 2025	3	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 23, 2024	Jul 29, 2024	6	Firm change	Wirehouse to wirehouse
COLTON GROOME FINANCIAL ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 21, 2024	Apr 5, 2024	44	Firm change	RIA to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COLTON GROOME FINANCIAL ADVISORS, LLC	Jul 2, 2022	Jul 6, 2022	4	Firm change	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:19616:NC:2024-07-23	Jul 23, 2024	Jul 29, 2024	HENDERSONVILLE, NC	Firm change

Relationships

Registered with (4)

→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 29, 2024 to Jun 17, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 5, 2024 to Jul 23, 2024factForm ADV
→ COLTON GROOME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 6, 2022 to Feb 21, 2024factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
Julia Nicole Roberts left Wells Fargo Advisors for First Citizens Investor Services, Inc. (registered 2025-06-20)
Form ADVobserved 5 days ago
Occurred
Jul 23, 2024
Advisor changed firm
Julia Nicole Roberts left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2024-07-29)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2024
Advisor changed firm
Julia Nicole Roberts left Colton Groome Financial Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-04-05)
Form ADVobserved 5 days ago
Occurred
Jul 2, 2022
Advisor changed firm
Julia Nicole Roberts left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Colton Groome Financial Advisors, Llc (registered 2022-07-06)
Form ADVobserved 5 days ago