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Current Employers
Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-11
  • GA RA
    APPROVED
    Since 2023-08-11

Branch Locations

3300 Cumberland Blvd Se, Atlanta, GA 30339 • United States

First Citizens Asset Management, Inc

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-15
  • GA RA
    APPROVED
    Since 2022-02-15

Branch Locations

3300 Cumberland Blvd. Se, Atlanta, GA 30339 • United States

First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-09
  • GA RA
    APPROVED
    Since 2022-02-09

Branch Locations

3300 Cumberland Blvd Se, Atlanta, GA 30339 • United States

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Atlanta GA 05/1991 02/2021
First Citizens Bank Atlanta GA 05/2021 Present
Unemployed Atlanta GA 03/2021 04/2021
First Citizens Investor Services Raleigh NC 05/2021 Present
First Citizens Asset Management Raleigh NC 02/2022 Present
Svb Wealth Boston MA 07/2023 Present
  • 05/1991 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 05/2021 → Present
    First Citizens Bank
    Atlanta, GA
  • 03/2021 → 04/2021
    Unemployed
    Atlanta, GA
  • 05/2021 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 02/2022 → Present
    First Citizens Asset Management
    Raleigh, NC
  • 07/2023 → Present
    Boston, MA
Other Businesses

First Citizens Asset Management; Investment Related; 4300 Six Forks Rd., Raleigh, NC 27609; Registered Investment Advisor; Position is New Business Development Officer; Start date is 2/9/2022; 16 hours/month during trading hours; Duties are to cultivate new relationships involving retirement plans, foundations and endowments.; no direct compensation; not a client of the Firm. SVB Wealth; Investment Related; 53 State Street, 28th Floor, Boston, MA 02109; Registered Investment Advisor: Position is Institutional Consultant; Start date is 8/2/23; 16 hours/month during trading hours; Duties are 3(21) investment advisory services provided to retirement plan clients; no direct compensation from SVB; not a client of the Firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-08
S63 Uniform Securities Agent State Law Examination 2021-08-09
  • S65 Uniform Investment Adviser Law Examination
    2022-02-08
  • S63 Uniform Securities Agent State Law Examination
    2021-08-09
Other Names
  • Jeff S Rhineheart
  • Jeffrey S Rhineheart

View on SEC IAPD

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