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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-08-10 |
| HI | RA | APPROVED | 2022-08-08 |
| OR | RA | APPROVED | 2022-08-08 |
| MN | RA | APPROVED | 2022-08-01 |
| VA | RA | APPROVED | 2022-07-30 |
| NV | RA | APPROVED | 2022-07-29 |
| AZ | RA | APPROVED | 2022-07-28 |
| NY | RA | APPROVED | 2022-07-28 |
| UT | RA | APPROVED | 2022-07-28 |
| TX | RA | APPROVED_RES | 2022-07-05 |
| IN | RA | APPROVED | 2022-06-29 |
| NJ | RA | APPROVED | 2022-06-29 |
| CA | RA | APPROVED | 2022-06-28 |
Branch Locations
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | American Fork | UT | 06/2012 | 12/2020 |
| Wells Fargo Advisors Llc | American Fork | UT | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | American Fork | UT | 11/2016 | 12/2020 |
| Svb Wealth Advisory Inc. | Cottonwood Heights | UT | 01/2021 | 06/2022 |
| Silicon Valley Bank | Cottonwoodheights | UT | 01/2021 | 03/2023 |
| Svb Wealth Llc | Cottonwood Heights | UT | 06/2022 | Present |
| Svb Investment Services Inc | Cottonwood Heights | UT | 06/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | Present |
SVB Wealth LLC-Investment Related- Position is Relationship Advisor; Started 06/2022; FTE employee; Provide wealth management service to SVBW clients. Strawgitator, LLC; Water Bottle Production creation, 1 hour per week, no compensation; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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