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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-03 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
53 State St 28Th Floor, Boston, MA 02109 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-02 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Loomis Chaffee School | Windsor | CT | 09/2014 | 06/2018 |
| Connecticut College | New London | CT | 08/2018 | 05/2022 |
| Mg Commercial Real Estate | Providence | RI | 06/2019 | 08/2019 |
| Ri State Government | Providence | RI | 06/2020 | 08/2020 |
| Silicon Valley Bank/Boston Private Bank & Trust Co. | Boston | MA | 05/2021 | 09/2022 |
| Svb Wealth Llc | Boston | MA | 09/2022 | Present |
| First Citizens Investor Services | Raleigh | NC | 09/2025 | Present |
| First Citizens Bank | Boston | MA | 09/2025 | Present |
FCIS; 8540 Colonnade Center Drive, Raleigh, NC 27615; FCIS Is an affiliated Firm. Role is Affluent Wealth Advisor working with clients on a day to day basis assisting with their financial needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
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