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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-22 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-15 |
Branch Locations
53 State St, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Frisch School | Paramus | NJ | 09/2013 | 06/2017 |
| Yeshivat Eretz Hatzvi | Jerusalem | 08/2017 | 06/2018 | |
| New York University | New York | NY | 09/2018 | 05/2022 |
| Silicon Valley Bank | Newton | MA | 05/2020 | 08/2020 |
| Morgan Stanley | New York | NY | 09/2021 | 12/2021 |
| Svb Wealth Llc | New York | NY | 07/2022 | Present |
| First Citizens Investor Services | Raleigh | NC | 09/2025 | Present |
| First Citizens Bank | New York | NY | 09/2025 | Present |
FCIS; 8540 Colonnade Center Drive, Raleigh, NC 27615; FCIS Is an affiliated Firm. Role is Affluent Wealth Advisor offering self-directed investing, investment advisory products, retirement and education savings, and insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-15 |
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