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Dimitrina K Atanasova

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
FL RA APPROVED 2023-11-09
NH RA APPROVED 2023-10-25
IL RA APPROVED 2023-08-11
VT RA APPROVED 2023-06-28
CT RA APPROVED 2023-06-27
ME RA APPROVED 2023-06-27
NY RA APPROVED 2023-06-27
RI RA APPROVED 2023-06-27
MA RA APPROVED 2022-11-29
  • FL RA
    APPROVED
    Since 2023-11-09
  • NH RA
    APPROVED
    Since 2023-10-25
  • IL RA
    APPROVED
    Since 2023-08-11
  • VT RA
    APPROVED
    Since 2023-06-28
  • CT RA
    APPROVED
    Since 2023-06-27
  • ME RA
    APPROVED
    Since 2023-06-27
  • NY RA
    APPROVED
    Since 2023-06-27
  • RI RA
    APPROVED
    Since 2023-06-27
  • MA RA
    APPROVED
    Since 2022-11-29

Branch Locations

53 State Street 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
Viera On Main Chatham MA 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orleans MA 07/2017 02/2020
Bank Of America Orleans MA 11/2015 07/2017
Rock Harbor Grill Orleans MA 06/2012 Present
Svb Investment Services Inc. Boston MA 09/2022 12/2023
The Chatham Cut Chatham MA 08/2022 01/2025
Svb Wealth Llc Boston MA 10/2022 Present
Santander Bank Orleans MA 05/2020 07/2022
First Citizens Investor Services Raleigh NC 11/2023 Present
  • 06/2026 → Present
    Viera On Main
    Chatham, MA
  • 07/2017 → 02/2020
    Orleans, MA
  • 11/2015 → 07/2017
    Bank Of America
    Orleans, MA
  • 06/2012 → Present
    Rock Harbor Grill
    Orleans, MA
  • 09/2022 → 12/2023
    Svb Investment Services Inc.
    Boston, MA
  • 08/2022 → 01/2025
    The Chatham Cut
    Chatham, MA
  • 10/2022 → Present
    Svb Wealth Llc
    Boston, MA
  • 05/2020 → 07/2022
    Santander Bank
    Orleans, MA
  • 11/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION the name of the other business: Viera on Main whether the business is investment-related N the address of the other business; 593 Main St, Chatham MA 02633 the nature of the other business; restaurant your position; server title, or relationship with the other business; employee the start date of your relationship; 06/01/2026 the approximate number of hours/month you devote to the other business; 15 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; restaurant server FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION the name of the other business: Rock Harbor Grill INC whether the business is investment-related N the address of the other business; 18 Old Colony Way, Orleans MA 02653 the nature of the other business; restaurant your position; server title, or relationship with the other business; employee the start date of your relationship; 06/21/2013 the approximate number of hours/month you devote to the other business; 25 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; restaurant server SVB Wealth LLC-Investment Related-Investment Advisor Representative; Boston, MA.; Wealth Advisory; Position is Private Wealth Advisor; Started 10/2022; FTE employee; Provide wealth management advise to SVBW clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-03
S65 Uniform Investment Adviser Law Examination 2022-11-28
S66 Uniform Combined State Law Examination 2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    2024-07-03
  • S65 Uniform Investment Adviser Law Examination
    2022-11-28
  • S66 Uniform Combined State Law Examination
    2017-11-13
Other Names
  • Dimitrina K Johnson
  • Dimitrina Atanasova
  • Dimitrina K Atanasova

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