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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-12 |
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 |
|---|---|---|---|---|
| Svb Investment Services Inc. | San Francisco | CA | 05/2015 | 12/2023 |
| Silicon Valley Bank | San Francisco | CA | 05/2015 | 03/2023 |
| Svb Wealth Llc | Boston | MA | 01/2024 | Present |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | Present |
Bay Area Notary Services, LLC. Began 09/19/2022. Providing the bay area with notary services. Not investment related, paid position, 5 hours duration per quarter, not in conflict with SVB
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-08 |
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