Shea Forester Boulware-Creed

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 01/2022
  Rbc Capital Markets
  Peoria, AZ
• 01/2022 → Present
  Rbc Capital Markets, Llc
  Phoenix, AZ

Other Businesses

1) NAME OF ENTITY: Benavilla ADDRESS: 16752 N Greasewood Street Surprise AZ 85378 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: non-profit community center CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 11/15/2023 DUTIES: Review budget, balance sheets, and investments of the Foundation HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 2) NAME OF ENTITY: Forest Highlands Golf Club ADDRESS: 2425 William Palmer, Flagstaff, AZ 86005 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jan 02, 2025 CAPACITY: Committee/Council Member DUTIES: Strategic Planning Committee member, meeting quarterly to create and review strategic plans for the community. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S66 Uniform Combined State Law Examination
  2009-12-31
• S63 Uniform Securities Agent State Law Examination
  2001-12-13

Other Names

• Shea Boulware
• Shea Forester Boulware
• Shea Forester Creed