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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-03-22 |
| TX | RA | APPROVED_RES | 2015-02-05 |
| MN | RA | APPROVED | 2013-11-14 |
Branch Locations
6710 North Scottsdale Road Suite 150, Scottsdale, AZ 85253-4451 • United States
350 N. Main Street Suite 106, Stillwater, MN 55082-7055 • United States
Grant, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Stillwater | MN | 03/2008 | Present |
| City National Bank | Stillwater | MN | 01/2017 | Present |
(1) NAME OF ENTITY: Ronald McDonald House Charities (Midwest) ADDRESS OF BUSINESS: 818 Fulton St Minneapolis MN 55414. BUSINESS DESCRIPTIONS: Non-Profit - Caring for families of sick children. BUSINESS IS/IS NOT INVESTMENT RELATED: NO. PROJECTED START DATE: - 03/02/16. PROJECTED END DATE: - 02/01/23. CAPACITY: Committee/Council Member (not associated with the Board of Directors). DUTIES PERFORMED: Provide guidance and oversight of Endowment fund and 401K investment portfolios. HOURS DEVOTED TO THIS OBA PER MONTH: 01. HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: 00. (2) NAME OF ENTITY: Ronald Mcdonald House Charities ADDRESS: Upper Midwest 621 Oak Street Minneapolis MN 55414 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jan 01, 2016 CAPACITY: Other DUTIES: I sit on the Investment Committee overseeing the charitable endowment fund HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-03 |
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