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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-02-08 |
| MD | RA | APPROVED | 2009-08-26 |
Branch Locations
5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815-3552 • United States
Sandy Spring, MD • 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 | Chevy Chase | MD | 03/2008 | Present |
| City National Bank | Chevy Chase | MD | 04/2017 | Present |
(1) PJ DESIGNS; ADDRESS: 1610 STONEY CREEK ROAD EDINBURG, VA 22844; BUSINESS DESCRIPTION: INTERIOR DESIGN; NOT INVESTMENT RELATED; START DATE: 01/05/2011; CAPACITY: OWNER-PASSIVE; DUTIES: NONE; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) LHL; ADDRESS: 1610 STONEY CREEK ROAD EDINBURG, VA 22864; BUSINESS DESCRIPTION: RENTAL PROPERTY; NOT INVESTMENT RELATED; START DATE: 01/05/2011; CAPACITY: OWNER-PASSIVE; DUTIES: NONE; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (3) LAX4LIFE; ADDRESS: 17212 DOCTOR BIRD ROAD, SANDY SPRING, MD 20860; NOT INVESTMENT //RELATED; BUSINESS DESCRIPTION: LACROSSE PROGRAM; CAPACITY: OWNER-ACTIVE; START DATE: 8/17/2018; DUTIES: RUN THE PROGRAM; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0. (4) NAME OF ENTITY: Old Dominion University ADDRESS: Norfolk, Va INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Committee Member CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 09/20/2014 DUTIES: Advise to business school on development HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 5) NAME OF ENTITY: Rental House ADDRESS: @190 Cultura Circle Mount Pleasant SC INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental house START DATE: 01.01.24 CAPACITY: Owner - Active DUTIES: Landlord HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 6) NAME OF ENTITY: Rental House ADDRESS: 14000 coastal highway ocean city md INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental house START DATE: 02.08.15 CAPACITY: Owner - Active DUTIES: Landlord HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-21 |
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