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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2017-04-18 |
| TX | RA | APPROVED_RES | 2010-02-08 |
| VA | RA | APPROVED | 2009-03-31 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets | Mclean | VA | 03/2009 | Present |
| City National Bank | Mclean | VA | 09/2019 | Present |
NAME OF ENTITY: LMPOA Finance Committee ADDRESS: 4 Forrest Drive East Berlin, PA INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Homeowners' association START DATE: 06/12/23 CAPACITY: Committee/Council Member DUTIES: To attend the monthly Finance Committee meetings to discuss, analyze, advise, and oversee the operating and capital budgets for the benefit of the LMPOA members. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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