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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-10-29 |
Branch Locations
675 Sun Valley Rd Unit M, Ketchum, ID 83340 • United States
Ketchum, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Walnut Creek | CA | 02/2007 | 10/2019 |
| Rbc Capital Markets, Llc. | Eagle | ID | 10/2019 | Present |
NAME OF ENTITY: 120 Emerald Dune Circle ADDRESS: 120 Emerald Dune Circle Santa Rosa Beach, FL 32459 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Residential Short-Term Vacation Rental CAPACITY: Owner - Active START DATE: 02/01/23 DUTIES: Oversee general maintenance or possible improvements HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-28 |
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