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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-05 |
| OR | RA | APPROVED | 2016-08-15 |
Branch Locations
4949 Sw Meadows Road Suite 250, Lake Oswego, OR 97035 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Portland | OR | 11/2015 | Present |
| City National Bank | Portland | OR | 12/2021 | 12/2023 |
(1) Address - Business Description - Renting primary residence to sellers of the home for up to two months. Business is not investment related Projected Start Date: 03/16/20 Capacity: Other Duties Performed: Renting primary residence to sellers of the home for up to two months. Hours Devoted to this OBA Per Month: 0 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
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