AUMdb
KT

Katherine Tracy Pepper

CRD 5706582

Firms

FirmRoleAs of
First Citizens Investor Services, Inc. Registered representative 07/20/2026
First Citizens Asset Management, Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Cabarrus Rowan Community Health Centers Inc BOARD MEMBER 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗