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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-05 |
| MT | RA | APPROVED | 1999-01-29 |
Branch Locations
404 North 31St Street Ste 300, Billings, MT 59101-1211 • United States
Billings, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Billings | MT | 03/2008 | Present |
| City National Bank | Billings | MT | 01/2020 | Present |
(1) UNITED WAY OF YELLOWSTONE COUNTY; ADDRESS: 2173 OVERLAND AVE, BILLINGS, MT 59102; BUSINESS DESCRIPTION: NON-PROFIT; NOT INVESTMENT RELATED; START DATE: 07/24/2013; CAPACITY: FINANCE COMMITTEE MEMBER; DUTIES: REVIEW FINANCIAL AND INVESTMENT STATEMENTS; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) Name: Zonta Club of Billings Business Description: Service club Start Date: 05/31/20 Capacity: Board of Directors * Duties Performed: Board member - director- unpaid to help direct the activities of a service club of 38 members. Devoted Time: 2, 0.5 (3) NAME: Zonta Club of Billings Foundation Non-Investment related ADDRESS: P.O. Box 1064 Billings, MT 59103-1064 Nature of OBA: 501c3 Position/Title/Relationship: Board of Directors * Start Date: 06/01/23 Time devoted: .01- only 4 meetings a year and meetings will be after work; 0 during securities trading hours DUTIES: As part of the board, review requests for distributions and determine if they fit the mission, and determine distribution amounts. Monitor the investment account, which has a separate financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-04-04 |
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