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Tara Bridget Dinitto

Svb Wealth

Boston, MA

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Current Employers
Svb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-02-07
DC RA APPROVED 2023-02-06
FL RA APPROVED 2022-08-12
MA RA APPROVED 2022-08-08
GA RA APPROVED 2022-06-29
NJ RA APPROVED 2022-06-29
OH RA APPROVED 2022-06-29
VT RA APPROVED 2022-06-29
CA RA APPROVED 2022-06-28
CO RA APPROVED 2022-06-28
CT RA APPROVED 2022-06-28
IL RA APPROVED 2022-06-28
IN RA APPROVED 2022-06-28
MD RA APPROVED 2022-06-28
MI RA APPROVED 2022-06-28
MN RA APPROVED 2022-06-28
MO RA APPROVED 2022-06-28
NH RA APPROVED 2022-06-28
NY RA APPROVED 2022-06-28
NC RA APPROVED 2022-06-28
PA RA APPROVED 2022-06-28
SC RA APPROVED 2022-06-28
VA RA APPROVED 2022-06-28
WA RA APPROVED 2022-06-28
  • AZ RA
    APPROVED
    Since 2023-02-07
  • DC RA
    APPROVED
    Since 2023-02-06
  • FL RA
    APPROVED
    Since 2022-08-12
  • MA RA
    APPROVED
    Since 2022-08-08
  • GA RA
    APPROVED
    Since 2022-06-29
  • NJ RA
    APPROVED
    Since 2022-06-29
  • OH RA
    APPROVED
    Since 2022-06-29
  • VT RA
    APPROVED
    Since 2022-06-29
  • CA RA
    APPROVED
    Since 2022-06-28
  • CO RA
    APPROVED
    Since 2022-06-28
  • CT RA
    APPROVED
    Since 2022-06-28
  • IL RA
    APPROVED
    Since 2022-06-28
  • IN RA
    APPROVED
    Since 2022-06-28
  • MD RA
    APPROVED
    Since 2022-06-28
  • MI RA
    APPROVED
    Since 2022-06-28
  • MN RA
    APPROVED
    Since 2022-06-28
  • MO RA
    APPROVED
    Since 2022-06-28
  • NH RA
    APPROVED
    Since 2022-06-28
  • NY RA
    APPROVED
    Since 2022-06-28
  • NC RA
    APPROVED
    Since 2022-06-28
  • PA RA
    APPROVED
    Since 2022-06-28
  • SC RA
    APPROVED
    Since 2022-06-28
  • VA RA
    APPROVED
    Since 2022-06-28
  • WA RA
    APPROVED
    Since 2022-06-28

Branch Locations

53 State St. 28Th Floor, Boston, MA 02109 • 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
Silicon Valley Bank Newton MA 08/2016 03/2023
Svb Wealth Advisory Inc Newton MA 08/2020 06/2022
Brown Brothers Harriman Boston MA 01/2004 08/2016
Svb Wealth Newton MA 06/2022 Present
Svb Investment Service Inc Newton MA 06/2022 Present
First Citizens Investor Services Raleigh NC 12/2023 Present
  • 08/2016 → 03/2023
    Silicon Valley Bank
    Newton, MA
  • 08/2020 → 06/2022
    Svb Wealth Advisory Inc
    Newton, MA
  • 01/2004 → 08/2016
    Brown Brothers Harriman
    Boston, MA
  • 06/2022 → Present
    Newton, MA
  • 06/2022 → Present
    Svb Investment Service Inc
    Newton, MA
  • 12/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2021-08-17 → 2022-07-29
    Svb Investment Services Inc.
    San Francisco, CA
    San Francisco, CA
    Newton, MA
    Newton, MA
    San Francisco, CA
Other Businesses

1) SVB Wealth LLC-Investment Related-Relationship Advisor; Position is Relationship Advisor; Started 06/2022; FTE employee; Provide wealth management advise to SVBW clients. 2) SLUMBERBEE PARTIES POSITION: Owner/Co-Owner NATURE: Hobby that Generates Income INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2024 ADDRESS: 18 Locksley Road, Danvers MA 01923, United States DESCRIPTION: Provides custom sleepover set ups for kids birthday parties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-14
  • S66 Uniform Combined State Law Examination
    2021-08-14
Other Names
  • Tara Bridget Dinitto
  • Tara Dinitto
  • Tara Bridget Awbrey

View on SEC IAPD

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