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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Somerville | MA | 08/2015 | 04/2018 |
| Citizens Securities, Inc | Somerville | MA | 08/2015 | 04/2018 |
| Citizens Securities Inc. | Medford | MA | 04/2018 | 12/2019 |
| Citizens Bank | Medford | MA | 04/2018 | 08/2019 |
| Clarfeld Financial Advisors, Llc | Medford | MA | 08/2019 | 07/2022 |
| Citizens Securities, Inc. | Medford | MA | 09/2021 | 07/2022 |
| Jpmorgan Chase Bank Na | Boston | MA | 07/2022 | 10/2023 |
| Jpmorgan Securities Llc | Boston | MA | 07/2022 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 04/2025 |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
| First Citizens Bank | Boston | MA | 05/2025 | Present |
| Svb Wealth | Boston | MA | 10/2025 | Present |
SVB Wealth, 53 State St, 82th Floor, Boston, MA 02109; SVBW is an affiliated IA Firm. Duties are managing portfolios and securities on the SVB RIA platform. Began 10/17/25; 40 hr/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-18 |
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