Notification of Changes for Business Entity
General Information  
Business Entity Name: FIRST CITIZENS INVESTOR SERVICES
Incorporation / Formation Date:  
FEIN: 56-1854695
Ohio License Number: 958128
NPN: 2351137
DBA / Trade Name:  
State of Domicile: NC
County: WAKE
Business Address  
Address 1: 4300 SIX FORKS RD.
Address 2:  
City: RALEIGH
State: NC
Zip: 27609
Phone: 919-716-7909
Fax: 919-716-2230
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 4300 SIX FORKS RD.
Address 2:  
City: RALEIGH
State: NC
Zip: 27609
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
CAROL YOCHEM DIRECTOR 351-58-4993   YES 3/11/2016
JIM CREEKMAN DIRECTOR 224-64-9105   YES 3/11/2016
HIRAM JONES PRESIDENT 225-13-7430   YES 3/11/2016
KENNETH BLACK DIRECTOR 245-76-5499   YES 3/11/2016
FRANK HOLDING DIRECTOR 246-74-4690   YES 3/11/2016
LAWRENCE LOWMAN DIRECTOR OF COMPLIANCE 310-54-3749   YES 3/11/2016
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company) NO
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: STEVEN BOGACZYK
Title: DIRECTOR
Phone Number: 919-716-7391
Email Address: ANGELA.SMELCER@FIRSTCITIZENS.COM