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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-14 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-01 |
Branch Locations
Monroeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Omaha | NE | 09/2015 | 08/2018 |
| Bancwest Investment Services | Omaha | NE | 09/2015 | 08/2018 |
| The Prudential Insurance Company Of America | Omaha | NE | 07/2018 | 01/2020 |
| Pruco Securities Llc | Omaha | NE | 07/2018 | 01/2020 |
| Bancwest Investment Services, Inc. | Omaha | NE | 01/2020 | 10/2023 |
| Bank Of The West | Omaha | NE | 01/2020 | 10/2023 |
| First Citizens Investor Services | Raleigh | NC | 10/2023 | Present |
| First Citizens Bank | Raleigh | NC | 04/2024 | Present |
| Svb Wealth | Boston | MA | 07/2025 | Present |
SVB Wealth; 53 State St, 28th Floor, Boston, MA 02109; SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services and First Citizens Asset Management. began 7/7/2025; 40 hrs/week; duties are Providing compliance support to SVBW (an affiliate to FCIS and FCAM) - to include responsibilities related to the maintenance and enforcement of compliance policies and procedures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-18 |
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