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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 |
| CA | RA | APPROVED | 2005-10-11 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Wellesley, MA • United States
3 disclosure categories 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 | Wellesley Hills | MA | 03/2008 | Present |
| City National Bank | Wellesley Hills | MA | 05/2018 | Present |
(1) NAME OF ENTITY: Rental Property ADDRESS: Private Residence INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: Sep 05, 2024 CAPACITY: Owner DUTIES: Owning my mother's townhouse in CT HOURS DEVOTED PER MONTH: 0 - 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-06 |
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