# COREY ADAM HOLTZ

COREY ADAM HOLTZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2024-01-26 | present | Yes |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | 2024-01-18 | — |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2018-01-02 | 2021-02-17 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2016-03-01 | 2018-01-02 | — |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2014-04-10 | 2016-02-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5598568)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5598568.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.