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Cody Schweitzer

Rbc Capital Markets, LLC

Lincoln, NE

Lincoln, NE

CRD 8060046

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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:

Current Employers
Rbc Capital Markets, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
NE RA APPROVED 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-23
  • NE RA
    APPROVED
    Since 2026-03-13

Branch Locations

Lincoln, NE • United States

8800 Firethorn Lane Suite 200, Lincoln, NE 68520 • 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
Rbc Capital Markets, Llc Lincoln NE 03/2025 Present
Wells Fargo Lincoln NE 04/2022 03/2025
Hyvee Lincoln NE 09/2015 12/2019
Paper Tiger Shredding Lincoln NE 01/2019 12/2022
  • 03/2025 → Present
    Rbc Capital Markets, Llc
    Lincoln, NE
  • 04/2022 → 03/2025
    Wells Fargo
    Lincoln, NE
  • 09/2015 → 12/2019
    Hyvee
    Lincoln, NE
  • 01/2019 → 12/2022
    Paper Tiger Shredding
    Lincoln, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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