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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2026-01-29 |
Branch Locations
2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Investment Services Inc. | San Francisco | CA | 05/2020 | 10/2023 |
| Wells Fargo Private Bank | Atlanta | GA | 04/2014 | 05/2020 |
| Silicon Valley Bank | Atlanta | GA | 05/2020 | 03/2023 |
| Svb Wealth Llc | Boston | MA | 02/2022 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | 01/2025 |
| First Citizens Bank | Atlanta | GA | 01/2025 | 01/2026 |
| Svb Wealth Llc | Atlanta | GA | 01/2025 | 01/2026 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 01/2026 | Present |
MERCI; INV RELATED;SUWANEE,GA; SALON;49% OWNERSHIP; START DATE: 01/02/2023; 1 HRS PER MONTH; - HRS DURING TRADING; JOAN BELLE CHRISTIAN ALZHEIMER AND DEMENTIA FOUNDATION; INV RELATED;HENRICO,VA; IRRADICATE ALZHEIMER AND DEMENTIA; TREASURER; START DATE: 3/3/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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