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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Mountain View | CA | 07/2004 | 04/2020 |
| Wells Fargo Advisors Llc | Mountain View | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 11/2016 | 04/2020 |
| Svb Wealth Advisory | Santa Clara | CA | 04/2020 | 06/2022 |
| Silicon Valley Bank | Santa Clara | CA | 04/2020 | 03/2023 |
| Svb Wealth Llc | Santa Clara | CA | 06/2022 | Present |
| Svb Investment Services Inc | Santa Clara | CA | 06/2022 | Present |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | Present |
SVB Wealth LLC-Investment Related- Position is Premiere Service Associate; Started 06/2022; FTE employee; Provide wealth management advise to SVBW clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-10 |
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