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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-26 |
| WY | RA | APPROVED | 2020-05-11 |
Branch Locations
200 South Center Street, Casper, WY 82601-2524 • United States
Bar Nunn, WY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 05/2020 |
| Greiner Ford Powered By Lithia | Casper | WY | 04/2018 | 04/2019 |
| Venture Technologies | Casper | WY | 11/2003 | 03/2018 |
| Town Of Bar Nunn | Bar Nunn | WY | 01/2015 | 12/2022 |
| Lifevantage | Sandy | UT | 05/2017 | 01/2019 |
| Rbc Capital Markets, Llc | Casper | WY | 05/2020 | Present |
NAME OF ENTITY: Excel Academy; ADDRESS: 500 S Jefferson St Casper, WY 82601 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Non-Profit Private School; CAPACITY: Board of Directors; START DATE: 06/29/21; DUTIES: The school has ongoing building maintenance that needs to be done and the board discusses priority, need and costs of projects and what alternative solutions can be thought of in order to stretch the small budget. Regular expenditures that the board would discuss would include: maintenance, wages for staff, sub-contractors for projects/maintenance/construction, tuition costs required to fund the expenses for each school year. There are no investment accounts for the school and if investment accounts do become a reality, I would recuse myself from any involvement regarding those accounts or decisions. Assist with providing ideas for fundraising, cutting expenses, setting the priority for projects and maintenance items, listening to concerns or suggestions from parents, guardians, community members regarding the school; HOURS DEVOTED PER MONTH: Less than 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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