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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
New Albany , OH • United States
4300 Six Forks Road, Raleigh, NC 27609 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 08/2014 | 11/2019 |
| The Huntington Investment Company | Columbus | OH | 11/2019 | Present |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
| First Citizens Bank | Raleigh | NC | 05/2025 | Present |
| First Citizens Asset Management | Raleigh | NC | 05/2025 | Present |
| Svb Wealth | Raleigh | NC | 05/2025 | Present |
| Svb Wealth | Boston | MA | 05/2025 | Present |
NATIONAL CENTER FOR WOMEN & INFORMATION TECHNOLOGY 1111 ENGINEERING DRIVE ECCE-1B-36 BOULDER CO 80309 POSITION: Regional Affiliate Coordinator NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2014 ADDRESS: NCWIT - University of Colorado, 417 UCB, Boulder CO 80309, United States DESCRIPTION: NCWIT Aspirations in Computing is a talent development pipeline initiative of the National Center for Women & Information Technology (NCWIT). This program is designed to increase female participation in technology careers by providing encouragement, visibility, community, leadership opportunities, scholarships, and internships to high-potential, technically inclined young women. Since 2007, NCWIT has inducted more than 2,200 young women into the Aspirations in Computing community and helped usher them into careers in technology. Find out more: www.aspirations.org or aspirations@ncwit.org. NCWIT Aspirations in Computing provides structured, long-term engagement and support for young women in technology, from middle school through high school and from college into the workforce. NCWIT Aspirations in Computing includes the following programs: Award for Aspirations in Computing Aspirations in Computing community AspireIT, a middle school outreach program Aspirations in Computing Educator Award SVB Wealth, 53 State Street 28th Floor, Boston, MA 02109; SVBW is an affiliated IA Firm. As the Compliance Director duties are overseeing the broker dealer and RIA businesses including SVB Wealth. FCAM; 8540 Colonnade Center Drive, Raleigh, NC 27615. FCAM is an affiliated IA Firm. As the Compliance Director duties are overseeing the broker dealer and RIA businesses including SVB Wealth. Maryhaven; 1791 Alum Creek Columbus, OH 43207. Maryhaven is a non-profit rehabilitation organization in Ohio that offers treatments ad care for drug, alcohol and gambling addictions. I am a board member for Maryhaven- Ohio. As a board member, my responsibilities include providing strategic guidance, ensuring fiscal oversight, supporting fundraising efforts, upholding governance practices, and using my expertise and network to advance Maryhaven's impact in the community. Position began 2/28/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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