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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-05 |
| MT | RA | APPROVED | 2013-08-29 |
Branch Locations
404 North 31St Street Ste 300, Billings, MT 59101-1211 • United States
Billings, MT • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Billings | MT | 08/2013 | Present |
(1) 6881 AGENCY, P.O. BOX 20515, BILLINGS, MT 59104; INVESTMENT-RELATED ACTIVITY; PARTNER; RENTAL VACATION HOME BEGINNING 11/15/2009; NO HOURS DEVOTED TO THE ACTIVITY. (2) NAME OF ENTITY: CLOVERLEAF MEADOWS HOA; ADDRESS: 80 25TH STREET WEST BILLINGS, MT 59102; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: HOME OWNERS ASSOCIATION; CAPACITY: BOARD OF DIRECTORS; START DATE: 10/2019; DUTIES: BOARD MEMBER TO UPHOLD THE HOA COVENANTS AND BYLAWS; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; (3)NAME: Yellowstone Art Museum Non-Investment related ADDRESS: 401 North 27th Street Billings, MT 59101 Nature of OBA: Art Museum Role/Title: Board of Directors *, Treasurer Projected start date: 08/01/22 Time devoted: 1 to 2 hours per week Duties: The Treasurer is automatically on the 3 person Board of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-04 |
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