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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| NY | RA | APPROVED | 2021-04-05 |
| CA | RA | APPROVED | 2017-01-05 |
Branch Locations
400 N Roxbury Drive, Beverly Hills, CA 90210 • United States
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Beverly Hills | CA | 01/2014 | 11/2016 |
| City National Rochdale | Beverly Hills | CA | 12/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-22 |
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