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Advisor at FIRST CITIZENS INVESTOR SERVICES, INC.
CHARLOTTE, NC | Florence, SC
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 INVESTOR SERVICES, INC. | Bd affiliated wealth | Aug 27, 2026 | n/a | yes | Florence, SC|CHARLOTTE, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 4, 2020 | Aug 24, 2026 | no | CHARLESTON, SC|CHERAW, SC|GREENVILLE, SC|FLORENCE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | FIRST CITIZENS INVESTOR SERVICES, INC. | Aug 24, 2026 | Aug 27, 2026 | 3 | Firm change | Wirehouse to ibd |