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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

TODD STEPHEN TILLOTSON

Advisor at FIRST CITIZENS INVESTOR SERVICES, INC.

RALEIGH, NC

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Search this name across graphsid dfx:ria:aca038ba-a51a-c05c-1d99-74c89cdc2f3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2003 to Sep 14, 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: Apr 21, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Apr 21, 1992
First registration: Apr 1, 2003
Dual registered: yes, broker-dealer
Other names: TODD S TILLOTSON
IAPD individual key: 2232375

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	Oct 10, 2023	n/a	yes	RALEIGH, NC	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 17, 2020	Oct 10, 2023	no	RALEIGH, NC	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Feb 17, 2021	no	CHARLOTTE, NC\|RALEIGH, NC\|WILSON, NC\|CINCINNATI, OH\|RICHMOND, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 9, 2010	Jan 2, 2018	no	CHARLOTTE, NC\|WILSON, NC\|RALEIGH, NC	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 22, 2009	Oct 15, 2010	no	Austin, TX	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Nov 17, 2008	Dec 7, 2009	no	AUSTIN, TX\|MEMPHIS, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 14, 2005	Feb 29, 2008	no	AUSTIN, TX\|AUSTIN, TX\|ADDISON, TX\|AIKEN, SC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 1, 2003	Aug 6, 2004	no	AUGUSTA, GA	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
TRUIST ADVISORY SERVICES, INC.	FIRST CITIZENS INVESTOR SERVICES, INC.	Oct 10, 2023	Oct 10, 2023	0	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Nov 17, 2020	-92	Bulk transfer	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	BB&T INVESTMENT SERVICES, INC.	Oct 15, 2010	Nov 9, 2010	25	Firm change	Wirehouse to new firm
MORGAN KEEGAN & COMPANY, LLC	J.P. MORGAN SECURITIES LLC	Dec 7, 2009	Dec 22, 2009	15	Firm change	Other
WELLS FARGO ADVISORS	MORGAN KEEGAN & COMPANY, LLC	Feb 29, 2008	Nov 17, 2008	262	Firm change	Other
CHARLES SCHWAB & CO., INC.	WELLS FARGO ADVISORS	Aug 6, 2004	Feb 14, 2005	192	Firm change	Ibd to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
283390:44430:NC:2023-10-10	Oct 10, 2023	Oct 10, 2023	RALEIGH, NC	Firm change

Relationships

Registered with (8)

→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: current employment
Oct 10, 2023 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 17, 2020 to Oct 10, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 9, 2010 to Jan 2, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 22, 2009 to Oct 15, 2010factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Nov 17, 2008 to Dec 7, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 14, 2005 to Feb 29, 2008factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 1, 2003 to Aug 6, 2004factForm ADV

Dated events

Occurred
Oct 10, 2023
Advisor changed firm
Todd Stephen Tillotson left Truist Advisory Services, Inc. for First Citizens Investor Services, Inc. (registered 2023-10-10)
Form ADVobserved 5 days ago