# Charles Falconer McCallum

Charles Falconer McCallum is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., FIRST CITIZENS ASSET MANAGEMENT, INC, SVB WEALTH.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2025-08-13 | present | Yes |
| [FIRST CITIZENS ASSET MANAGEMENT, INC](https://search.stillhousedata.com/firm/140777) | 2025-08-13 | present | Yes |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2024-05-15 | present | Yes |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2019-12-10 | 2021-03-10 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-14 | 2023-01-31 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2010-06-11 | 2016-12-31 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2003-01-06 | 2008-06-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2697260)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2697260.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.