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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-02-19 |
| CA | RA | APPROVED | 2005-10-24 |
Branch Locations
9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212-2351 • United States
Redondo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Beverly Hills | CA | 03/2008 | Present |
| City National Bank | Beverly Hills | CA | 07/2016 | Present |
NAME OF ENTITY: Edward G. Lewis and Marie E. Lewis Charitable Foundation. ADDRESS OF BUSINESS: 10100 Empyrean Way Apt. # 204 Los Angeles, CA 90067. BUSINESS DESCRIPTIONS: Charitable Foundation. BUSINESS IS/IS NOT INVESTMENT RELATED: YES. PROJECTED START DATE: - 11/01/2015. CAPACITY: Officer. DUTIES PERFORMED: Will assist in making asset allocation decisions and the investment management of the assets. HOURS DEVOTED TO THIS OBA PER MONTH: 01. HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: 01.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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