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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-22 |
| WA | RA | APPROVED | 2015-10-23 |
Branch Locations
175 Parfitt Way Sw Suite S200, Bainbridge Island, WA 98110-2582 • United States
Bainbridge Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Bainbridge Island | WA | 05/2015 | 10/2016 |
| Rbc Capital Markets, Llc | Bainbridge Island | WA | 10/2016 | Present |
| City National Bank | Bainbridge Island | WA | 03/2019 | Present |
NAME: Island Woods Retreat; Non-Investment related; ADDRESS: 8555 Ferncliff Ave NE, Bainbridge Island, WA 98110; NATURE OF BUSINESS: Short-term Rental Property; POSITION: Sole Proprietor; PROJECTED START DATE: 07/01/22; TIME DEVOTE: 1 hour per week; 0 during securities trading hours; DUTIES: Rental property owner and manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
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