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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
Branch Locations
50 Castle Street First Floor, Great Barrington, MA 01230-1502 • United States
Monterey, 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 Wealth Management | Great Barrington | CT | 05/2008 | Present |
SHAREHOLDER - MERLIN TECHNOLOGIES, INC., 2 OLIVER ST, 3RD FLOOR, BOSTON, MA; PHAMACEUTICAL COMPANY. DOES NOT WORK DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-19 |
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