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Dakota Jack Greene

Rbc Capital Markets, LLC

Philadelphia, PA

Philadelphia, PA

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Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-31
  • PA RA
    APPROVED
    Since 2024-10-31

Branch Locations

130 N. 18Th Street One Logan Square, 17Th Floor, Philadelphia, PA 19103-6933 • United States

Philadelphia, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 07/2020 07/2021
Mcadam Financial Philadelphia PA 09/2019 04/2020
Independence Blue Cross Philadelphia PA 04/2019 09/2019
Drexel University Philadelphia PA 09/2015 03/2020
Chubb Usa Philadelphia PA 04/2018 09/2019
Public Health Management Coporation Philadelphia PA 04/2017 09/2017
Unemployed Philadelphia PA 04/2020 07/2020
Ubs Financial Services Philadelphia PA 07/2021 10/2024
Rbc Capital Markets, Llc Philadelphia PA 10/2024 Present
  • 07/2020 → 07/2021
    Equitable Advisors, Llc
    New York, NY
  • 09/2019 → 04/2020
    Mcadam Financial
    Philadelphia, PA
  • 04/2019 → 09/2019
    Independence Blue Cross
    Philadelphia, PA
  • 09/2015 → 03/2020
    Drexel University
    Philadelphia, PA
  • 04/2018 → 09/2019
    Chubb Usa
    Philadelphia, PA
  • 04/2017 → 09/2017
    Public Health Management Coporation
    Philadelphia, PA
  • 04/2020 → 07/2020
    Unemployed
    Philadelphia, PA
  • 07/2021 → 10/2024
    Ubs Financial Services
    Philadelphia, PA
  • 10/2024 → Present
    Rbc Capital Markets, Llc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
  • S66 Uniform Combined State Law Examination
    2021-03-12
Other Names
  • Dakota Greene
  • Dakota J. Greene
  • Dakota Jack Greene

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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