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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| WI | RA | APPROVED | 2026-05-20 |
Branch Locations
2465 Marina Circle Suite 500, Green Bay, WI 54304 • United States
Green Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kellogg Asset Management | Green Bay | WI | 01/2010 | 05/2026 |
| Associated Trust Company | Green Bay | WI | 01/2013 | 05/2026 |
| Rbc Capital Markets, Llc | Green Bay | WI | 05/2026 | Present |
| City National Bank | Green Bay | WI | 08/2026 | Present |
(1) NAME OF ENTITY: Green Bay Metropolitan Sewer District, Wisconsin ADDRESS: 2231 N Quincy St Green Bay WI 54302 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Government Institution START DATE: May 23, 2012 CAPACITY: Other DUTIES: Commission Board HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-10 |
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