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1501 Mcgill College Avenue Suite 1200, Montreal, Quebec H3A 3M8 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-08 |
Branch Locations
4343 Von Karman Ave, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management, Llc | Chicago | IL | 03/2016 | 12/2019 |
| Blue Zone Global Investors, Llc | Newport Beach | CA | 12/2019 | 07/2021 |
| Penserra Global Investors Llc | Orinda | CA | 08/2021 | 12/2025 |
| Montrusco Bolton Investments Inc. | Newport Beach | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-09 |
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