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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-29 |
Branch Locations
222 2Nd Street 18Th Floor, San Francisco, CA 94105 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED_RES | 2023-01-12 |
| VA | RA | APPROVED | 2023-01-12 |
| CO | RA | APPROVED | 2023-01-10 |
| OR | RA | APPROVED | 2022-03-15 |
| CA | RA | APPROVED | 2022-03-04 |
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 |
|---|---|---|---|---|
| Silicon Valley Bank | Palo Alto | CA | 11/2011 | 01/2017 |
| Svb Securities | Palo Alto | CA | 01/2012 | 01/2017 |
| Svb Wealth Advisory | San Francisco | CA | 01/2017 | 04/2022 |
| Silicon Valley Bank | San Francisco | CA | 01/2017 | 03/2023 |
| Boston Private Wealth Llc | San Francisco | CA | 03/2022 | 04/2022 |
| Svb Wealth Llc | San Francisco | CA | 04/2022 | 01/2025 |
| Svb Investment Services Inc. | San Francisco | CA | 04/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | 01/2025 |
| First Citizens Bank | San Francisco | CA | 12/2023 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| Svb Wealth Llc | San Francisco | CA | 01/2025 | Present |
| First Citizens Bank | San Francisco | CA | 01/2025 | Present |
Currently dually registered with SVB Wealth LLC as an Advisor, an affiliate of SVB Investment Services Inc. starting April 2022. It is investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-23 |
| S66 | Uniform Combined State Law Examination | 2011-01-07 |
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