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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-26 |
| CA | RA | APPROVED | 2019-09-27 |
| TX | RA | APPROVED | 2016-09-21 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Newton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Wellesley Hills | MA | 01/2019 | Present |
| Rbc Capital Markets, Llc | Wellesley Hills | MA | 06/2016 | Present |
(1) WESLERWORKS PHOTOGRAPHY; ADDRESS: PERSONAL RESIDENCE; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: PHOTOGRAPHY; CAPACITY: SOLE PROPRIETOR; START DATE: 6/1/2018; DUTIES: TAKING PICTURES OF PEOPLE AND EVENTS; HOURS DEVOTED PER MONTH: 4; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0. (2) NAME OF ENTITY: JFCS; ADDRESS: N/A; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Volunteer financial management mentor; CAPACITY: Volunteer; START DATE: 01/2020; DUTIES: volunteer financial management mentor; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; (3) NAME: The Wesler Group, LLC Address: Business Description: Rental real estate Capacity: Other State Date: 01/25/21 Duties: Property management help Hours Devoted Per Month: 0.5 Hours Devoted During Securities Hours Per Month: 0 (4) NAME OF ENTITY: 288 SUMMIT AVE LLC NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL REAL ESTATE; CAPACITY: OTHER; START DATE: 01/01/2020; DUTIES: NO MATERIAL INVOLVEMENT; HOURS DEVOTED PER MONTH: NONE; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE; (5) NAME OF ENTITY: Hebrew Senior Life ADDRESS: 1200 Centre Roslindale, MA 02131 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Hebrew Senior Life is a provider of senior care in the Boston area CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 05/01/2023 DUTIES: Oversight, serving as trustee and member of finance committee. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (6) NAME OF ENTITY: 18 Maple Terrace, LLC ADDRESS: 40 Rosalie Road Newton 02459 INVESTMENT/NOT INVESTMENT RELATED: No DESCRIPTION: Private Company START DATE: Oct 15, 2025 CAPACITY: Owner DUTIES: Manage the rental property WORKING TIME: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-18 |
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