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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2005-12-20 |
| TX | RA | APPROVED_RES | 2005-12-16 |
Branch Locations
200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033-4418 • United States
Willington, 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 Corporation | Glastonbury | CT | 03/2008 | Present |
| City National Bank | Glastonbury | CT | 11/2019 | Present |
(1) Name of entity: Carriage Drive Single Family Home Non-investment related Address of entity: 44 Carriage Drive Glastonbury, CT 06033 Nature of OBA: former secondary residence now intended to be rented Position/Title/Relationship: Owner - Passive Start date: 10/04/23 Time devoted: 1 hr per month; 0 during securities trading hours Duties: property management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-14 |
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