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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-27 |
| WI | RA | APPROVED | 2018-09-27 |
Branch Locations
Newport Square Building 10528 N. Port Washington Road, Mequon, WI 53092 • United States
Cedarburg, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Milwaukee | WI | 05/2010 | 09/2018 |
| Rbc Capital Markets, Llc. | Mequon | WI | 09/2018 | Present |
| City National Bank | Mequon | WI | 01/2019 | Present |
(1) Name: Greater Milwaukee Foundation Address: Community Foundation-Philanthropy Business Description: Community Foundation-Philanthropy Business is not investment related Projected Start Date: 10/06/20 Capacity: Committee/Council Member (not associated with the Board of Directors) Duties Performed: Learn more about the Greater Milwaukee Foundation and to become an advocate for it. 6 meetings for one year. Part of a small group of the next generation of local business leaders Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 1 (2) NAME OF ENTITY: Thiensville-Mequon Rotary Club ADDRESS: PO Box 104 Thiensville, WI 53092 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-Profit CAPACITY: Officer, Board of Directors * START DATE: 11.02.22 DUTIES: I will sit on the board as the secretary, which is reporting back to the board on new membership. Next year I will be president elect, followed by president, followed by past president. Duties are to take attendance HOURS DEVOTED PER MONTH: 3 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
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