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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-16 |
Branch Locations
53 State St 28Th Floor, Boston, MA 02109 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-16 |
Branch Locations
53 State Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Boston | MA | 09/2011 | 02/2024 |
| First Citizens Investor Services | Raleigh | NC | 03/2024 | Present |
| First Citizens Bank | Boston | MA | 03/2024 | Present |
| First Citizens Asset Management | Raleigh | NC | 03/2024 | Present |
| Svb Wealth | Boston | MA | 03/2024 | Present |
First Citizens Asset Management 53 State St., Boston, MA 02109; Portfolio Strategist; duties are meeting with existing and prospective clients to discuss our full range of investment capabilities;16 hrs/month; begin 3/21/2024; investment related; no compensation SVB Wealth; 53 State St. Boston, MA 02109; Portfolio Strategist; duties are meeting with existing and prospective clients to discuss our full range of investment capabilities;16 hrs/month; begin 3/21/2024; investment related; no compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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