This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SVB WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Dec 14, 2011

First registration

Dec 3, 2012

Dual registered

yes, broker-dealer

Other names

JOHANNA MARIE CRAFTS

IAPD individual key

5951329

• Occurred

  Oct 20, 2025
  Advisor changed firm

  Johanna Marie Mears left Huntington Financial Advisors for First Citizens Investor Services, Inc. (registered 2025-10-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b602850-4fa4-84f8-041e-4893c5afc2cd

First observed

Dec 3, 2012

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.