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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED_RES | 2008-12-23 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
Sharon, MA • 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 Corporation | Boston | MA | 12/2008 | Present |
| City National Bank | Boston | MA | 08/2019 | Present |
NAME OF ENTITY: Temple Sinai ADDRESS: 25 Canton Street Sharon, MA 02067 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Temple Congregation CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 12/17/2021 DUTIES: The board will come to this "committee" for general allocation questions of a surplus balance. HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-21 |
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