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Advisor at FIRST CITIZENS ASSET MANAGEMENT, INC
RALEIGH, NC | Raleigh, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST CITIZENS ASSET MANAGEMENT, INC | Bd affiliated wealth | Aug 17, 2026 | n/a | yes | Raleigh, NC | Current employment |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | Mar 19, 2024 | n/a | yes | RALEIGH, NC | Current employment |
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | May 18, 2021 | Feb 1, 2024 | no | Greensboro, NC|NEEDHAM, MA | Previous registration |
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Former SEC adviser | Sep 28, 2016 | Dec 31, 2020 | no | Raleigh, NC|GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | FIRST CITIZENS INVESTOR SERVICES, INC. | Feb 1, 2024 | Mar 19, 2024 | 47 | Firm change | Other |
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | ASCENSUS INVESTMENT ADVISORS, LLC | Dec 31, 2020 | May 18, 2021 | 138 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106156:120632:SC:2020-12-31 | Dec 31, 2020 | May 18, 2021 | GREENVILLE, SC | Firm change |