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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-14 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-17 |
Branch Locations
1000 Wilson Blvd Suite 2101, Arlington, VA 22209 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point | Vienna | VA | 06/2008 | 08/2019 |
| Keel Point Capital, Llc | Vienna | VA | 01/2015 | 01/2019 |
| Keel Point Capital, Llc | Vienna | VA | 12/2014 | 09/2018 |
| Keel Point | Vienna | VA | 10/2018 | 01/2019 |
| Keel Point | Vienna | VA | 01/2019 | 08/2019 |
| Svb Wealth Advisory Inc. | Arlington | VA | 01/2020 | 09/2022 |
| Unemployed | Oakton | VA | 09/2019 | 12/2019 |
| Silicon Valley Bank | Arlington | VA | 01/2020 | 03/2023 |
| Boston Private Wealth | Arlington | VA | 08/2021 | 09/2022 |
| Svb Wealth Llc | Oakton | VA | 09/2022 | Present |
| Svb Investment Services Inc | Arlington | VA | 09/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | Present |
| First Citizens Asset Management | Oakton | VA | 08/2026 | Present |
I am also a dually registered person with affiliate SVB Wealth LLC to be an access person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
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