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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-30 |
| CA | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Bank | Santa Clara | CA | 04/2011 | 03/2023 |
| Svb Securities | Menlo Park | CA | 07/2012 | 01/2017 |
| Svb Wealth Advisory | Menlo Park | CA | 01/2017 | 06/2022 |
| Svb Investment Services Inc. | Menlo Park | CA | 06/2022 | Present |
| Svb Wealth Llc | Menlo Park | CA | 06/2022 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | Present |
SVB Wealth LLC-Investment Related-Investment Advisor Representative; 2770 Sandhill Road, Menlo Park, CA 94025; Wealth Advisory; Position is Managing Director - Client Service; Started 06/2022; FTE employee; Provide wealth management advise to private bank/wealth clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-22 |
| S66 | Uniform Combined State Law Examination | 2006-10-12 |
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