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Advisor at FIRST CITIZENS ASSET MANAGEMENT, INC
Decatur, GA | Boston, MA | 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 |
|---|---|---|---|---|---|---|
| SVB WEALTH | Independent wealth | Aug 7, 2025 | n/a | yes | Boston, MA | Current employment |
| FIRST CITIZENS ASSET MANAGEMENT, INC | Bd affiliated wealth | Aug 7, 2025 | n/a | yes | Raleigh, NC | Current employment |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | Aug 16, 2023 | n/a | yes | Raleigh, NC|Decatur, GA | Current employment |
| MSH CAPITAL ADVISORS LLC | Independent wealth | Dec 14, 2018 | Feb 2, 2023 | no | SCOTTSDALE, AZ | Previous registration |
| EDELMAN FINANCIAL ADVISORS LLC | n/a | Nov 13, 2007 | Aug 25, 2009 | no | FAIRFAX, VA | Previous registration |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | May 30, 2007 | Jan 27, 2017 | no | FAIRFAX, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 25, 1996 | Apr 16, 2007 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC | FIRST CITIZENS INVESTOR SERVICES, INC. | Feb 2, 2023 | Aug 16, 2023 | 195 | Firm change | RIA to ibd |
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ADVISORS LLC | Jan 27, 2017 | Nov 13, 2007 | -3,363 | Firm change after gap | Other |
| EDELMAN FINANCIAL ADVISORS LLC | MSH CAPITAL ADVISORS LLC | Aug 25, 2009 | Dec 14, 2018 | 3,398 | Firm change after gap | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | EDELMAN FINANCIAL SERVICES, LLC | Apr 16, 2007 | May 30, 2007 | 44 | Firm change | Other |