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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-29 |
Branch Locations
222 2Nd Street 18Th Floor, San Francisco, CA 94105 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
2770 Sand Hill Rd, Menlo Park, CA 94025 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED_RES | 2024-05-23 |
| WA | RA | APPROVED | 2024-05-22 |
| CA | RA | APPROVED | 2022-03-04 |
Branch Locations
2770 Sand Hill Road, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Bank | 2770 Sand Hill Road | CA | 08/2012 | 03/2023 |
| Svb Wealth Advisory | Menlo Park | CA | 01/2017 | 04/2022 |
| Svb Wealth Llc | Menlo Park | CA | 03/2022 | 01/2025 |
| Svb Investment Services Inc | San Francisco | CA | 04/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | 01/2025 |
| First Citizens Bank | Menlo Park | CA | 01/2025 | Present |
| Svb Wealth Llc | Menlo Park | CA | 01/2025 | Present |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
Dually registered with affiliated firm SVB Wealth LLC. Investment Advisor; Provides investment advisory services to clients. Full time employee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-21 |
| S66 | Uniform Combined State Law Examination | 2006-01-26 |
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