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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-11 |
| WI | RA | APPROVED | 2018-06-08 |
Branch Locations
10 E. Doty Street, Ste 1000, Madison, WI 53703 • United States
Verona, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco | Middleton | WI | 06/2012 | 05/2017 |
| Rbc Capital Markets, Llc. | Madison | WI | 05/2017 | Present |
| Loft | Middleton | WI | 11/2017 | 08/2018 |
| City National Bank | Madison | WI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
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