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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2020-06-15 |
| TX | RA | APPROVED | 2020-06-01 |
| VA | RA | APPROVED | 2020-06-01 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Vienna | VA | 02/2011 | 06/2020 |
| Rbc Capital Markets, Llc | Mclean | VA | 06/2020 | Present |
| City National Bank | Mclean | VA | 06/2020 | Present |
1) Central Union Mission / 65 Massachusetts Avenue, NW Washington DC, 20001 / United States / Charity / For the homeless in DC: Feed, shelter, rehabilitate from addiction, vocational training and job placement and dignified re-entry into society / Member of Board of directors / Public awareness, introductions to local churches, strategic planning, fundraising activities / Start Date 11/1/2019 / 2) Name: Bridges Global Mission Address: 903 SW Peach Tree Lane Blue Springs MO64064 Business Description: Not for profit Business is not investment related Projected Start Date: 08/14/20 Capacity: Board of Directors * Duties Performed: Advisor for strategic planning for an orphanage in India and plans for a school Devoted to this OBA per Month: 0.5 Hours Devoted to this OBA during business hours: 0 3)Name: Central Union Mission Address: 65 Massachusetts Avenue, NW, Washington DC 20001 Business Description: faith-based 501(c) (3) nonprofit homeless shelter Business is not investment related Projected Start Date: 12/01/19 Capacity: Board of Directors * Duties Performed: Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0 4)NAME OF ENTITY: Trinity Christian School ADDRESS: 11204 Braddock Road, Fairfax, VA 22030 (703) 273-8787 | info@tcsfairfax.org INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Trinity Christian School of Fairfax is a coeducational, independent day school for Grades K through CAPACITY: Board of Directors START DATE: 05/17/2023 DUTIES: vote on matters of strategy, campus expansion, upholding core values HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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