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

May 17, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S65|S63

First exam

May 17, 2011

First registration

Jan 29, 2024

Dual registered

yes, broker-dealer

IAPD individual key

5909905

• Occurred

  Feb 26, 2024
  Advisor changed firm

  Sunny B Patel left Avestar Capital, Llc for First Citizens Investor Services, Inc. (registered 2024-05-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb84980f-3c4d-2ad8-4d01-1926610345ac

First observed

Jan 29, 2024

Last observed

Sep 14, 2026 7 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.