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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-27 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Concord, 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, Llc | Wellesley Hills | MA | 05/2009 | Present |
| City National Bank | Wellesley Hills | MA | 07/2018 | Present |
NAME OF ENTITY: Vineyard Havens ADDRESS: 1 Upland Rd Lexington, MA 02420 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: 501C3- Providing support and assistance for the psychological and respite needs of cancer patients. CAPACITY: Board of Directors * START DATE: 05/18/22 DUTIES: My duties will include promoting the mission, connecting others to the organization, donating my time and assisting with budgeting. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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