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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-28 |
| MN | RA | APPROVED | 2013-11-19 |
| TX | RA | APPROVED_RES | 2010-02-08 |
Branch Locations
520 West Highway 96 Suite 100, Shoreview, MN 55126-1904 • United States
Hudson, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Stillwater | MN | 03/2008 | Present |
| City National Bank | Stillwater | MN | 06/2019 | Present |
(1)NAME: Mission E4 Non-Investment related ADDRESS: 39 Burnshirt Road Unit N Hubbardston, MA 01452 NATURE OF BUSINESS: Non-profit severing Haitian communities POSITION: Board Directors DATE: 07/01/22 TIME: 5-10 hours per week; 0 hours during securities trading hours DUTIES: Act in an advisory capacity for capital allocation, budget, spending, expenses and prioritizing financial decisions. (2) NAME OF ENTITY: Shepherd of the Valley Church-Afton MN ADDRESS: 14107 Hudson Road, Afton, MN 55001 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Religious Institution START DATE: Sep 16, 2025 CAPACITY: Committee/Council Member, Officer DUTIES: Church Council President (nominated August 2026). HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-08 |
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