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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-27 |
| TX | RA | APPROVED_RES | 2020-11-18 |
Branch Locations
2 Equity Way Suite 200, Westlake, OH 44145 • United States
Avon Lake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Cleveland | OH | 11/2020 | Present |
| City National Bank | Cleveland | OH | 04/2021 | 01/2025 |
| Ubs Financial Services Inc | Cleveland | OH | 08/2006 | 11/2020 |
NAME OF ENTITY: Vacation Home ADDRESS: 13 Harbourside Lane Shelter cove, Suite #7132 Hilton Head Island SC 29928 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Part-time Rental Property CAPACITY: Owner - Active START DATE: 11/10/21 DUTIES: owner and maintain property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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