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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-18 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-19 |
| CA | RA | APPROVED | 2024-05-21 |
| CO | RA | APPROVED | 2024-05-21 |
| NH | RA | APPROVED | 2024-05-21 |
| TX | RA | APPROVED | 2024-05-21 |
| VA | RA | APPROVED | 2024-05-21 |
| MA | RA | APPROVED | 2022-03-15 |
| GA | RA | APPROVED | 2022-02-24 |
| CT | RA | APPROVED | 2022-02-23 |
| NY | RA | APPROVED | 2022-02-23 |
Branch Locations
53 State St. 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Securities | Newton | MA | 05/2014 | 01/2017 |
| Svb Wealth Advisory | Newton | MA | 01/2017 | 07/2022 |
| Svb Asset Management | Newton | MA | 05/2014 | 01/2017 |
| Silicon Valley Bank | Newton | MA | 06/2014 | 03/2023 |
| Svb Wealth Llc | Newton | MA | 02/2022 | 01/2025 |
| Svb Investment Services | San Francisco | CA | 07/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| Svb Wealth Llc | Newton | MA | 01/2025 | Present |
| First Citizens Bank | Boston | MA | 11/2023 | 01/2025 |
| First Citizens Bank | Boston | MA | 01/2025 | Present |
Dually registered with affiliated firm SVB Wealth LLC. Investment Advisor; Provides investment advisory services to clients. Full time employee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-10 |
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