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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
Branch Locations
6555 N Federal Hwy, Fort Lauderdale, FL 33308 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-06 |
Branch Locations
6555 North Federal Hwy, Ft Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Fort Lauderdale | FL | 09/2014 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 09/2014 | 01/2024 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 01/2024 |
| Bb&T | Ft Lauderdale | FL | 01/2019 | 01/2024 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 01/2024 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 01/2024 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2021 | 01/2024 |
| Truist Investment Services, Inc. | Fort Lauderdale | FL | 02/2021 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | Present |
| First Citizens Bank | Fort Lauderdale | FL | 01/2024 | Present |
| Svb Wealth | Fort Lauderdale | FL | 03/2026 | Present |
SVB Wealth 6555 N Federal Hwy, Fort Lauderdale, FL 33308. SVB Wealth is an affiliated IA Firm. As a Sr. Director of Regional Wealth I will be overseeing registered associates who will be meeting with existing and prospective clients to discuss our full range of investment capabilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-11 |
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