• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Tara Bridget DiNitto
Tara Bridget Awbrey, Tara DiNitto
CRD#: 7294829
IA
Investment Adviser
B
Broker
SVB WEALTHCRD#: 172832 53 State St. 28th Floor
Boston, MA 02109
FIRST CITIZENS INVESTOR SERVICES, INC.CRD#: 44430 53 State St
28th Floor
Boston, MA 02109
Registration History
202120222023202420252026IASVB WEALTH (CRD# 172832)2022 - Present (2 years)BFIRST CITIZENS INVESTOR SERVIC... (CRD# 44430)2023 - Present (1 year)BSVB INVESTMENT SERVICES INC. (CRD# 168116)2021 - 2023 (2 years)IASVB INVESTMENT SERVICES INC. (CRD# 168116)2021 - 2022 (<1 year)
License(s)

State Registrations

IA
Arizona 2/7/2023

IA
Minnesota 6/28/2022

IA
California 6/28/2022

IA
Missouri 6/28/2022

IA
Colorado 6/28/2022

IA
New Hampshire 6/28/2022

IA
Connecticut 6/28/2022

IA
New Jersey 6/29/2022

IA
District of Columbia 2/6/2023

IA
New York 6/28/2022

IA
Florida 8/12/2022

IA
North Carolina 6/28/2022

IA
Georgia 6/29/2022

IA
Ohio 6/29/2022

IA
Illinois 6/28/2022

IA
Pennsylvania 6/28/2022

IA
Indiana 6/28/2022

IA
South Carolina 6/28/2022

IA
Maryland 6/28/2022

IA
Vermont 6/29/2022

IA
Massachusetts 8/8/2022

IA
Virginia 6/28/2022

B
Massachusetts 1/1/2024

IA
Washington 6/28/2022

IA
Michigan 6/28/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SVB WEALTH (CRD#:172832)
53 State St. 28th Floor, Boston, MA 02109
Registered with this firm since 6/28/2022

B
FIRST CITIZENS INVESTOR SERVICES, INC. (CRD#:44430)
53 State St 28th Floor, Boston, MA 02109
Registered with this firm since 12/15/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
B
05/10/2021 - 12/31/2023 SVB INVESTMENT SERVICES INC. (CRD#:168116) Newton, MA
IA
08/17/2021 - 07/29/2022 SVB INVESTMENT SERVICES INC. (CRD#:168116) Newton, MA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.