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Current Employers
Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-04
OR RA APPROVED 2022-08-08
NC RA APPROVED 2022-08-01
WA RA APPROVED 2022-08-01
VA RA APPROVED 2022-07-30
IL RA APPROVED 2022-07-29
NV RA APPROVED 2022-07-29
AZ RA APPROVED 2022-07-28
UT RA APPROVED 2022-07-28
FL RA APPROVED 2022-07-21
ID RA APPROVED 2022-07-11
TX RA APPROVED_RES 2022-07-05
MD RA APPROVED 2022-06-30
MI RA APPROVED 2022-06-30
MN RA APPROVED 2022-06-30
CT RA APPROVED 2022-06-29
GA RA APPROVED 2022-06-29
MO RA APPROVED 2022-06-29
NJ RA APPROVED 2022-06-29
OH RA APPROVED 2022-06-29
PA RA APPROVED 2022-06-29
CA RA APPROVED 2022-06-28
CO RA APPROVED 2022-06-28
IN RA APPROVED 2022-06-28
NH RA APPROVED 2022-06-28
NY RA APPROVED 2022-06-28
  • MA RA
    APPROVED
    Since 2022-10-04
  • OR RA
    APPROVED
    Since 2022-08-08
  • NC RA
    APPROVED
    Since 2022-08-01
  • WA RA
    APPROVED
    Since 2022-08-01
  • VA RA
    APPROVED
    Since 2022-07-30
  • IL RA
    APPROVED
    Since 2022-07-29
  • NV RA
    APPROVED
    Since 2022-07-29
  • AZ RA
    APPROVED
    Since 2022-07-28
  • UT RA
    APPROVED
    Since 2022-07-28
  • FL RA
    APPROVED
    Since 2022-07-21
  • ID RA
    APPROVED
    Since 2022-07-11
  • TX RA
    APPROVED_RES
    Since 2022-07-05
  • MD RA
    APPROVED
    Since 2022-06-30
  • MI RA
    APPROVED
    Since 2022-06-30
  • MN RA
    APPROVED
    Since 2022-06-30
  • CT RA
    APPROVED
    Since 2022-06-29
  • GA RA
    APPROVED
    Since 2022-06-29
  • MO RA
    APPROVED
    Since 2022-06-29
  • NJ RA
    APPROVED
    Since 2022-06-29
  • OH RA
    APPROVED
    Since 2022-06-29
  • PA RA
    APPROVED
    Since 2022-06-29
  • CA RA
    APPROVED
    Since 2022-06-28
  • CO RA
    APPROVED
    Since 2022-06-28
  • IN RA
    APPROVED
    Since 2022-06-28
  • NH RA
    APPROVED
    Since 2022-06-28
  • NY RA
    APPROVED
    Since 2022-06-28

Branch Locations

2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Holladay UT 03/2011 09/2016
Wells Fargo Advisors, Llc Holladay UT 09/2016 11/2016
Wells Fargo Clearing Services, Llc Holladay UT 11/2016 08/2020
Svb Wealth Advisory Inc Cottonwood Heights UT 08/2020 06/2022
Silicon Valley Bank Cottonwood Heights UT 08/2020 03/2023
Svb Wealth Llc Cottonwood Heights UT 06/2022 Present
Svb Investment Services Inc Cottonwood Heights UT 06/2022 10/2023
First Citizens Investor Services Raleigh NC 12/2023 Present
  • 03/2011 → 09/2016
    Morgan Stanley Smith Barney
    Holladay, UT
  • 09/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Holladay, UT
  • 11/2016 → 08/2020
    Holladay, UT
  • 08/2020 → 06/2022
    Svb Wealth Advisory Inc
    Cottonwood Heights, UT
  • 08/2020 → 03/2023
    Silicon Valley Bank
    Cottonwood Heights, UT
  • 06/2022 → Present
    Svb Wealth Llc
    Cottonwood Heights, UT
  • 06/2022 → 10/2023
    Svb Investment Services Inc
    Cottonwood Heights, UT
  • 12/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2020-08-19 → 2022-07-29
    Svb Investment Services Inc.
    San Francisco, CA
    San Francisco, CA
    Cottonwood Heights, UT
    Cottonwood Heights, UT
  • 2016-09-01 → 2020-08-19
    Holladay, UT
  • 2012-11-27 → 2016-09-09
    Holladay, UT
Other Businesses

SVB Wealth LLC-Investment Related-Relationship Manager; Wealth Advisory; Position is Relationship Manager; Started 06/2022; FTE employee; Provide wealth management services to SVBW clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-26
  • S66 Uniform Combined State Law Examination
    2012-11-26
Other Names
  • Sigita Skroblaite
  • Sigita Skroblaite

View on SEC IAPD

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