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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
| IL | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED_RES | 2024-05-23 |
| NV | RA | APPROVED | 2022-03-21 |
| CA | RA | APPROVED | 2022-03-04 |
Branch Locations
222 2Nd Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hall Capital Partners Llc | San Francisco | CA | 01/2012 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2017 | 07/2021 |
| Bank Of America, N.A. | San Francisco | CA | 05/2017 | 07/2021 |
| Silicon Valley Bank | San Francisco | CA | 07/2021 | 03/2023 |
| Svb Wealth Advisory | San Francisco | CA | 07/2021 | 04/2022 |
| 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 |
SVB Wealth LLC-Investment Related- Position is Relationship Manager; Started 07/2021; FTE employee; Provide wealth management advise to SVBW clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
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