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| Company Name: | SVB SECURITIES LLC |
| Employer identification number (EIN): | 421738148 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2010-12-06 | |||||
| Date last seen: 2019-07-16 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-12-04 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| Date | Description |
|---|---|
| 2024-10-07 | 421738148 Change of name detected from SVB SECURITIES LLC to LEERINK PARTNERS LLC |
| 2024-07-23 | 421738148 Change of name detected from SVB LEERINK LLC to LEERINK PARTNERS, LLC |
| 2024-07-23 | 421738148 Change of plan name detected from SVB LEERINK LLC HEALTH AND WELFARE PLAN to LEERINK PARTNERS, LLC HEALTH AND WELFARE PLAN for plan ID 501 |
| 2023-10-10 | 421738148 Change of name detected from SVB SECURITIES LLC DBA LEERINK PARTNERS LLC to SVB SECURITIES LLC |
| 2023-10-10 | 421738148 Change of plan name detected from LEERINK PARTNERS 401(K) PROFIT SHARING PLAN to SVB SECURITIES 401(K) PLAN for plan ID 001 |
| 2021-07-23 | 421738148 Change of name detected from LEERINK PARTNERS LLC to SVB LEERINK LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | SVB SECURITIES 401(K) PLAN | 2014-01-01 | 1996-01-01 |
| 501 | LEERINK PARTNERS, LLC HEALTH AND WELFARE PLAN | 2015-01-01 | 1997-07-01 |
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