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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-28 |
| WI | RA | APPROVED | 2006-06-27 |
Branch Locations
18500 W Corporate Drive Suite 100, Brookfield, WI 53045 • United States
Wauwatosa, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets , Llc | Milwaukee | WI | 03/2008 | Present |
| City National Bank | Brookfield | WI | 09/2019 | Present |
(1) NAME OF ENTITY: Webster Hall Duplex Rental ADDRESS: 6902 Grand Parkway, Wauwatosa, Wisconsin 53213 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Nov 26, 2025 CAPACITY: Owner DUTIES: Hands-off owner; sister-in-law manages property HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-08 |
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