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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-01-30 |
| TX | RA | APPROVED | 2014-01-29 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
Tequesta, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 01/2014 | Present |
| City National Bank | Palm Beach Gardens | FL | 09/2016 | Present |
(1) SHOALWATER ENERGY HOLDINGS LLC, 3302 GLEN HAVEN BLVD, HOUSTON TX 77025, OIL AND GAS INVESTMENT, 07/07/14, OWNER (PASSIVE), O HOURS DURING THE WEEK, 0 HOURS DURING SECURITY TRADING HOURS, DUTIES: N/A (2) PALM BEACH TAX INSTITUTE (PBTI); ADDRESS: PO BOX 32462, PALM BEACH GARDENS, FL 33420; BUSINESS DESCRIPTION: NETWORKING FOR PROFESSIONALS; NOT INVESTMENT RELATED; START DATE: 01/01/2017; CAPACITY: BOARD OF DIRECTORS, COMMITTEE/COUNCIL MEMBER; DUTIES: ATTEND NETWORK MEETINGS; HOURS DEVOTED PER WEEK: 30 MIN; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (3) DWYER HIGH SCHOOL; ADDRESS: 13601 N. MILITARY TRAIL, PALM BEACH GARDENS, FL 33418; BUSINESS DESCRIPTION: SPEAKER ON FINANCIAL LITERACY; NOT INVESTMENT RELATED; START DATE: 01/17/2017; CAPACITY: OTHER - VOLUNTEER SPEAKER; DUTIES: SPEAKING; HOURS DEVOTED PER WEEK: NONE; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-17 |
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