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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-16 |
| TX | RA | APPROVED_RES | 2014-07-02 |
| PA | RA | APPROVED | 2011-11-29 |
Branch Locations
19485 Us Route 11, Watertown, NY 13601 • United States
Clayton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Watertown | NY | 11/2011 | Present |
| City National Bank | Watertown | NY | 10/2025 | Present |
(1) CREDO COMMUNITY CENTER FOR THE TREATMENT OF ADDICTIONS, INC; ADDRESS: 595 WEST MAIN STREET, WATERTOWN, NY 13601; BUSINESS DESCRIPTION: SUBSTANCE ABUSE REHAB FACILITIES; NOT INVESTMENT RELATED; START DATE: 06/01/2018; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: <1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE. (2) SAMARITAN MEDICAL CENTER; ADDRESS: 830 WASHINGTON STREET, WATERTOWN, NY 13601; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: HOSPITAL; START DATE: 8/22/2018; CAPACITY: COMMITTEE/COUNCIL MEMBER (NOT ASSOCIATED WITH THE BOARD OF DIRECTORS); DUTIES: ROLE IS ASSISTING WITH THE DEVELOPMENT OF SOME VERY IMPORTANT COMMUNITY OUTREACH EVENTS AS WELL AS ASSISTING WITH STRATEGY AND DEVELOPMENT OF SOCIAL MEDIA CAMPAIGNS DESIGNED TO PROMOTE THE HEALING POWER OF PROGRESS CAMPAIGN; HOURS DEVOTED PER MONTH: 2; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: <1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-11 |
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