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Davis Grason Holly

Rbc Capital Markets, LLC

Bend, OR

Redmond, OR

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Current Employers
Rbc Capital Markets, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-16
OR RA APPROVED 2022-06-22
  • TX RA
    APPROVED
    Since 2023-02-16
  • OR RA
    APPROVED
    Since 2022-06-22

Branch Locations

2220 Nw Labiche Lane Suite 210, Bend, OR 97703 • United States

Redmond, OR • 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
First Republic Investment Management, Inc Bellevue WA 06/2020 09/2021
First Republic Securities Company, Llc Bellevue WA 04/2021 09/2021
Northwestern Mutual Lake Oswego OR 05/2019 07/2020
Pacific University Forest Grove OR 08/2019 05/2020
Pacific University Forest Grove OR 08/2016 05/2020
Three Sisters Inn Bend OR 06/2018 08/2018
Rbc Capital Markets, Llc Bend OR 09/2021 Present
  • 06/2020 → 09/2021
    First Republic Investment Management, Inc
    Bellevue, WA
  • 04/2021 → 09/2021
    First Republic Securities Company, Llc
    Bellevue, WA
  • 05/2019 → 07/2020
    Northwestern Mutual
    Lake Oswego, OR
  • 08/2019 → 05/2020
    Pacific University
    Forest Grove, OR
  • 08/2016 → 05/2020
    Pacific University
    Forest Grove, OR
  • 06/2018 → 08/2018
    Three Sisters Inn
    Bend, OR
  • 09/2021 → Present
    Rbc Capital Markets, Llc
    Bend, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-21
  • S66 Uniform Combined State Law Examination
    2022-06-21

View on SEC IAPD

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Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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