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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
Washington , PA • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 01/2014 | 02/2020 |
| The Huntington Investment Company | Columbus | OH | 02/2020 | 05/2022 |
| The Huntington Investment Company | Columbus | OH | 05/2022 | 06/2025 |
| First Citizens Investor Services | Raleigh | NC | 06/2026 | Present |
| The Huntington National Bank | Columbus | OH | 06/2025 | 06/2026 |
| First Citizens Asset Management | Pataskala | OH | 07/2026 | Present |
| Svb Wealth | Pataskala | OH | 07/2026 | Present |
SVB WEALTH POSITION: Employee NATURE: SVB Wealth is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/20/2026 ADDRESS: Pataskala OH 43062, United States DESCRIPTION: SVB Wealth is an affiliated IA Firm. FCAM POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/20/2026 ADDRESS: Pataskala OH 43062, United States DESCRIPTION: FCAM is an affiliated IA Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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