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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WA | RA | APPROVED | 2025-12-24 |
Branch Locations
175 Parfitt Way Sw Suite S200, Bainbridge Island, WA 98110-2582 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Bainbridge Island | WA | 09/2025 | Present |
| Valor Equity Partners | Seattle | WA | 05/2021 | 08/2025 |
| Starbucks Coffee Company | Seattle | WA | 07/2014 | 04/2021 |
(1) NAME OF ENTITY: The Whitney House of Castine, LLC ADDRESS: 21 School St Castine Maine 04421 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Apr 30, 2023 CAPACITY: Owner DUTIES: This is my grandmother's house in Castine, Maine. It is a family home and place my dad and his family have been going since the 1960s. As my grandmother is getting older (now in her 90s), my aunt and uncle helped her turn the house into an LLC. Though my dad sadly passed away, my sister and I still own a portion of this LLC along with our grandmother, aunt, uncle, and three other cousins. Our hope is to neve sell the house so our family can continue to go through for generations to come. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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