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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-29 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-16 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-06-15 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2015 | Present |
| First Citizens Bank | Raleigh | NC | 05/2015 | Present |
| First Citizens Asset Management | Raleigh | NC | 09/2024 | Present |
| Svb Wealth | Raleigh | NC | 01/2026 | Present |
First Citizens Asset Management, 8510 Colonnade Center Drive, Raleigh, NC 27615; Role is member of board of directors, began 8/13/24; 10 hours/month, duties are building portfolios and selecting investments for clients, no compensation received. SVB WEALTH, LLC. POSITION: Employee NATURE: Supervisory Principal INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/29/2026 ADDRESS: 53 State St., 28th Floor, Boston MA 02109, United States DESCRIPTION: SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services and First Citizens Asset Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-09 |
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