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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| WI | RA | APPROVED | 2026-06-08 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Green Bay | WI | 05/2026 | Present |
| City National Bank | Green Bay | WI | 07/2026 | Present |
| Associated Trust Company, Na | Green Bay | WI | 08/2019 | 05/2022 |
| Associated Trust Company, Na | Green Bay | WI | 05/2022 | 05/2026 |
| Homemaker | Appleton | WI | 07/2014 | 08/2019 |
(1) NAME OF ENTITY: Appleton Education Foundation ADDRESS: 122 E. College Ave Ste 1B Appleton WI 54911 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Dec 12, 2025 CAPACITY: Board of Directors DUTIES: Board Member HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-19 |
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