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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-02-19 |
| OH | RA | APPROVED | 2006-02-01 |
| CT | RA | APPROVED | 2005-12-13 |
| NH | RA | APPROVED | 2005-12-13 |
Branch Locations
30 Batterson Park Road Suite 350, Farmington, CT 06032 • United States
Farmington, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets , Llc | Hartford | CT | 03/2008 | Present |
| City National Bank | Hartford | CT | 05/2017 | Present |
(1) NAME OF BUSINESS: 18FOUR18 LLC; ADDRESS OF BUSINESS: 16 CORNERSTONE CT, PLANTSVILLE, CT 06479; NATURE OF BUSINESS: GOLF COURSE; START DATE: 10/01/02; END DATE: 2012; POSITION, TITLE OR RELATIONSHIP OF BUSINESS: OWNER-PASSIVE; -SMALL, PRIVATE. (2) CHAPEL 1226, LLC; 1 GLENEAGLES DRIVE -A-, FARMINGTON, CT 06032; RENTAL REAL ESTATE; START DATE:06/15/15; PROJECTED END DATE:06/15/31; OWNER-PASSIVE; HOURS PER MONTH: 4 ; HOURS PER TRADING HOURS: 0 (3) Name: Loretta Holdings LLC Address: 7 William Street Wallingford CT 06492 Business Description: Vacation home acquisition Business is not investment related Projected Start Date: 11/07/13 Capacity: Owner - Active Duties Performed: Co-owner of a vacation home Devoted to this OBA per Month: 15 min Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-13 |
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