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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-10 |
| VA | RA | APPROVED | 2021-05-04 |
| TX | RA | APPROVED_RES | 2021-05-03 |
Branch Locations
110 Franklin Road Se Suite 400, Roanoke, VA 24011 • United States
Isle Of Palms, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Roanoke | VA | 02/2012 | 04/2021 |
| Rbc Capital Markets, Llc | Roanoke | VA | 04/2021 | Present |
| City National Bank | Roanoke | VA | 09/2021 | Present |
NAME OF ENTITY: Presbyterian Community Center ADDRESS: 1228 Jamison Ave SE Roanoke VA 24013 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-profit Community Center providing food and after school services to at-need families CAPACITY: Director START DATE: 5/2/2021 DUTIES: Attend 10 board meetings annually HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-25 |
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