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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
222 2Nd Street 17Th Floor, San Francisco, CA 94105 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
222 2Nd Street 18Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | San Francisco | CA | 06/2013 | 05/2024 |
| First Citizens Investor Services | Raleigh | NC | 05/2024 | Present |
| First Citizens Bank | San Francisco | CA | 05/2024 | Present |
| Svb Wealth | Boston | MA | 10/2025 | Present |
SVB Wealth, 53 State Street, Boston, MA 02109; SVB Wealth is an affiliated IA Firm; as a Wealth Consultant I will be meeting with existing and prospective clients to discuss the full range of investment capabilities. Began 10/1/2025; 5 hours/month, 2 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-16 |
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