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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-25 |
| MA | RA | APPROVED | 2026-08-24 |
| GA | RA | APPROVED | 2026-08-21 |
| VT | RA | APPROVED | 2026-08-21 |
| CT | RA | APPROVED | 2026-08-17 |
| NH | RA | APPROVED | 2026-08-17 |
Branch Locations
53 State St, Boston, MA 02109 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 10/2025 | Present |
| First Citizens Bank | Boston | MA | 10/2025 | Present |
| Fitch Ratings | New York | NY | 05/2016 | 03/2022 |
| Wilmington Trust | Boston | MA | 03/2022 | 12/2023 |
| Citizens Bank | Boston | MA | 01/2024 | 12/2024 |
| Unemployed | Newton | MA | 12/2024 | 10/2025 |
| Svb Wealth | Boston | MA | 08/2026 | Present |
| Svb Wealth | Boston | MA | 08/2026 | Present |
SVB WEALTH POSITION: Employee NATURE: SVB Wealth is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2026 ADDRESS: 53 State Street, Boston MA 02109, United States DESCRIPTION: SVB Wealth is an affiliated IA Firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-12 |
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