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Business location

Svb Wealth Advisory

This listing describes a business location. Location dates are not company formation dates.

Record reference date: October 18, 2026. Details may be incomplete or outdated.

Record type
Business location
Record identifier
1354258-02-241-1149461
Status
Location Ended
City
San Francisco
State or territory
California
Address
505 Howard St
Postal code
94105
Location start
July 1, 2023
Location identifier
1354258-02-241-1149461
Ownership name (as reported)
First Citizens Bancshares, Inc
DBA name
Svb Wealth Advisory
Location end (reported value)
03/30/2024

Names and reported roles

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

DBA name
Svb Wealth Advisory

Ownership names (as reported)

Ownership name (as reported)
First Citizens Bancshares, Inc

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Directory details

Identifiers

Business Account
1149461
Location
1354258-02-241

Names

Ownership As Reported
First Citizens Bancshares, Inc
Dba
Svb Wealth Advisory

Addresses

Business · Text
505 Howard St
Business · City
San Francisco
Business · Region
CA
Business · Postal Code
94105
Mailing · Street 1
340 Mount Kemble Ave Ste 100
Mailing · City
Morristown
Mailing · Region
NJ
Mailing · Postal Code
07960

Dates

Business Start
2023-03-27
Location Start
2023-07-01
Location End
2024-03-30

Industry

Naics Code
523900

Taxes

Parking Tax Reported
No
Transient Occupancy Tax Reported
No

Geography

Reported Point
{"longitude":-122.396094,"latitude":37.788273}
Supervisor District
6
Community Benefit District
East Cut (Greater Rincon Hill)
Neighborhood
Financial District/South Beach

All reported fields

Other reported details

Uniqueid
1354258-02-241-1149461
Certificate number
1149461
Ttxid
1354258-02-241
Dba start date
03/27/2023
Parking tax
false
Transient occupancy tax
false
Supervisor district
6
Community benefit district
East Cut (Greater Rincon Hill)
Neighborhoods analysis boundaries
Financial District/South Beach
Data as of
2026/10/18 12:00:00 AM
Data loaded at
2026/10/18 04:12:51 AM
Current Supervisor Districts
10
Analysis Neighborhoods
8
Neighborhoods
32
SF Find Neighborhoods
32
Current Police Districts
1

Names and reported roles

Ownership name (as reported)
First Citizens Bancshares, Inc
Dba name
Svb Wealth Advisory

Addresses and locations

Full business address
505 Howard St
City
San Francisco
State
CA
Business zip
94105
Location start date
07/01/2023
Location end date
03/30/2024
Location
POINT (-122.396094 37.788273)

Mailing information

Mailing address 1
340 Mount Kemble Ave Ste 100
Mail city
Morristown
Mail state
NJ
Mail zipcode
07960

Industry and classification

Self reported naics code
523900

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