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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| CT | RA | APPROVED | 2024-05-22 |
| NY | RA | APPROVED | 2021-08-06 |
| FL | RA | APPROVED | 2020-02-03 |
Branch Locations
11 West 42Nd Street 13Th Floor, New York, NY 10036 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davos Financial Advisors, Llc | Miami | FL | 02/2011 | 12/2019 |
| Davos Financial Advisors | Coconut Grove | FL | 09/2012 | 12/2019 |
| Boston Private Wealth Llc | New York | NY | 12/2019 | 01/2021 |
| Svb Wealth | Boston | MA | 01/2021 | Present |
| First Citizens Investor Services | Raleigh | NC | 11/2025 | Present |
| First Citizens Bank | New York | NY | 11/2025 | Present |
FCIS; 8540 Colonnade Center Drive, Raleigh, NC 27615; FCIS is an affiliated Firm, I am a Wealth Consultant duties are Wealth Advisory Services; 40 hours/week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-02 |
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