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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-09 |
Branch Locations
300 N Lake Ave Suite 1010, Pasadena, CA 91101-4136 • United States
San Gabriel, CA • United States
300B Drakes Landing Road Ste 155, Greenbrae, CA 94904 • United States
9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212-2351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Bank & Trust Company | San Francisco | CA | 01/2021 | 01/2023 |
| Hsbc | San Francisco | CA | 07/2017 | 01/2021 |
| Jp Morgan Chase | San Marino | CA | 01/2012 | 07/2017 |
| Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2021 | 01/2023 |
| Hsbc Bank Usa, N.A. | San Francisco | CA | 01/2023 | 07/2024 |
| Hsbc Securities (Usa) Inc. | San Francisco | CA | 02/2023 | 07/2024 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 10/2024 | Present |
1) NAME OF ENTITY: The Meaning of Travel ADDRESS: 819 Anderson Way San Gabriel California 91776 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Small Private START DATE: Nov 08, 2021 CAPACITY: president DUTIES: spending on travel gears and expenses related to website HOURS DEVOTED PER MONTH: 0 - 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-28 |
| S66 | Uniform Combined State Law Examination | 2012-05-29 |
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