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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED_RES | 2015-02-05 |
| DC | RA | APPROVED | 2012-08-24 |
| MD | RA | APPROVED | 2012-08-01 |
Branch Locations
2100 Pennsylvania Avenue Nw Suite 810N, Washington, DC 20037 • United States
Alexandria, VA • 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 | Washington | DC | 08/2012 | Present |
| City National Bank | Washington | DC | 09/2016 | Present |
NAME OF ENTITY: BNI ADDRESS: 3003 VAN NESS ST NW, WASHINGTON, DC 20008 INVESTMENT/NOT INVESTMENT RELATED: N BUSINESS DESCRIPTION: Professional networking group CAPACITY: Officer START DATE: 10/1/2021 DUTIES: Maintain statistics including referrals passed, BNI related podcasts listened to, and attendance. Head of new membership. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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