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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-09 |
| CO | RA | APPROVED | 2024-05-22 |
| CT | RA | APPROVED | 2024-05-22 |
| IL | RA | APPROVED | 2024-05-22 |
| ME | RA | APPROVED | 2024-05-22 |
| MI | RA | APPROVED | 2024-05-22 |
| MN | RA | APPROVED | 2024-05-22 |
| NH | RA | APPROVED | 2024-05-22 |
| NY | RA | APPROVED | 2024-05-22 |
| OH | RA | APPROVED | 2024-05-22 |
| OR | RA | APPROVED | 2024-05-22 |
| RI | RA | APPROVED | 2024-05-22 |
| WA | RA | APPROVED | 2024-05-22 |
| WI | RA | APPROVED | 2024-05-22 |
| MA | RA | APPROVED | 2022-01-11 |
| CA | RA | APPROVED | 2021-12-10 |
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 |
|---|---|---|---|---|
| Silicon Valley Bank | Newton | MA | 07/2015 | 03/2023 |
| Svb Wealth Advisory | Newton | MA | 02/2017 | 04/2022 |
| Svb Investment Services | San Francisco | CA | 07/2022 | 10/2023 |
| Svb Wealth Llc | Boston | MA | 04/2022 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 01/2025 |
| First Citizens Bank | Boston | MA | 01/2025 | Present |
| Svb Wealth Llc | Boston | MA | 01/2025 | Present |
| First Citizens Investor Services | Raleigh | NC | 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 | 2020-01-23 |
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