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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-21 |
Branch Locations
222 2Nd Street, Sam Francisco, CA 94105 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
222 2Nd Street 18Th Floor, San Francisco, CA 94105 • United States
75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 07/2010 | 07/2022 |
| Bank Of America, N.A. | Sacramento | CA | 07/2010 | 07/2022 |
| Citigroup | San Francisco | CA | 07/2022 | 09/2025 |
| First Citizens Bank | San Francisco | CA | 10/2025 | Present |
| First Citizens Investor Services | Raleigh | NC | 10/2025 | Present |
| Svb Wealth | Boston | MA | 04/2026 | Present |
SVB Wealth; 222 2nd St, San Francisco CA 94105. SVBW is an affiliated IA Firm. Begin 4/20/2026; 150 hours/month, Compensation is part of salary paid by FCIS. No direct compensation received from SVB Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-19 |
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