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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-12-08 |
| TX | RA | APPROVED | 2008-12-04 |
Branch Locations
2101 Oregon Pike, Lancaster, PA 17601-4604 • United States
Lancaster, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets , Llc | Lancaster | PA | 12/2008 | Present |
| City National Bank | Lancaster | PA | 06/2017 | Present |
1) MANHEIM TOWNSHIP FOOTBALL ASSOCIATION; ADDRESS: PO BOX 5101 LANCASTER, PA 17606; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: NON-PROFIT PARENT VOLUNTEER BOOSTER CLUB; CAPACITY: BOARD OF DIRECTORS; START DATE: 01/23/2019; DUTIES: PRESIDENT OF THE BOARD, GUIDE STRATEGIC DECISIONS AND ORGANIZE VOLUNTEER TEAMS FOR OPERATIONAL ACTIVITIES ASSOCIATED WITH FUNDRAISING FOR THE NON-PROFIT TO PROVIDE RESOURCES TO COACHES AND STUDENT ATHLETES OF MANHEIM TOWNSHIP HIGH SCHOOL; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; 2) Name of Entity: Pennsylvania State University Football Non-Investment related Address of Entity: 201 Hastings Road, State College, PA 16801 Nature of OBA: College Football Position/Title/Relationship: Other; Volunteer to teach financial and business literacy to student athletes Projected start date: 06/12/23 Time Devoted: 2 hours; 1 hour during securities trading hours Duties: Educate on the topics of ENTREPRENEURSHIP HOW TO GENERATE REVENUE THAT IS PROFITABLE SCHOLASTIC TIMELINES CEPA RESOURCES 7 WAYS TO SELL A COMPANY VALUE ACCELERATION PROCESS -WEALTH GAP -PROFIT GAP -VALUE GAP HOW TO MAKE REV. PROFITABLE WITH GROWTH. 3 -PHASES OF A BUSINESS -HOW TO BUILD A TEAM ACCOUNTABILITY: GUY IN THE MIRROR DISCIPLINE: CREATING GOOD FINANCIAL HABITS. Financial Literacy / Wealth Education: LIQUIDITY MANAGEMENT LIABILITY MANAGEMENT - EXPENSES, DEBT RETIREMENT - FUNDING - OWNER ONLY 401K - SIMPLE 401 (K) - ROTH INSURANCE: LIFE, DISABILITY, LIABILITY WILL, POA, DIRECTIVES, ESTATE PLANNING, TRUST PLANNING GIFTING DURING LIFETIME CHARITY FAMILY INVESTING/INVESTMENTS BUSINESS OWNERS - INTEREST VS SUCCESSION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-04 |
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