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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-02-22 |
Branch Locations
550 W. Texas Avenue Suite 120, Midland, TX 79701-4255 • United States
Midland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets | Midland | TX | 10/2009 | Present |
| City National Bank | Midland | TX | 05/2019 | 01/2025 |
(1)FIRST PRESBYTERIAN CHURCH OF MIDLAND; 800 W TEXAS AVE., MIDLAND, TX 79701; ENDOWMENT COMMITTEE; INVESTMENT RELATED BUSINESS; START: 11/01/2014; CAPACITY: COMMITTEE/COUNCIL MBR; DUTIES: MONITOR INVESTMENT ASSETS; HRS 1 HRS: 1; (2)AMW HOLDINGS, LLC: 1902 N. MIDLAND DR., #310, MIDLAND, TX 79707; BUS DESC: FRANCHISE PARTNERSHIP; NOT INVESTMENT RELATED; START: 11/01/2013; CAPACITY: OWNER-PASSIVE; DUTIES: GENERAL OVERSIGHT; HRS 1; (3)HILLCREST SCHOOL: 3510 N A. STREET, BLDG C, MIDLAND, TX 79705; BUS DESC: SCHOOL; NOT INVESTMENT RELATED; START: 12/01/2010; CAPACITY: BOARD OF DIRECTORS; DUTIES: AWARENESS AND PROMO; HRS 1; (4)MID-DELTA INVESTMENTS, LLC: PERSONAL; BUS DESC: INVEST COMPANY; NOT INVESTMENT RELATED; START: 05/08/2017; CAPACITY: OWNER-PASSIVE; DUTIES: REVIEW INVESTMENT OPPORTUNITY; HRS 1; (5)SCHOLASTIC NETWORK PARTNERS, LLC: 110 W LOUISIANA, STE 200, MIDLAND, TX 79701; BUS DESC: EDUCATION TECHNOLOGY; NOT INVESTMENT RELATED; START DATE: 05/08/2017; CAPACITY: OWNER-PASSIVE/BOARD OF DIRECTORS; DUTIES: CONDUCT QTRLY MEETINGS; HRS 1; (5)HAGGARD LOKOS, LLC; ADDRESS: PERSONAL; BUS DES: INVESTOR; NOT INVESTMENT RELATED; START: 11/29/2017; CAPACITY: ORGANIZER; DUTIES: FINANCE; HRS 1; (7)LONKERO, LLC: PERSONAL; BUS DESC: BEVERAGE INDUSTRY; NOT INVESTMENT RELATED; START: 01/12/2018; CAPACITY: OWNER/PASSIVE; DUTIES: BOARD OF DIRECTORS; HRS 1; (8)BOAR HOLDINGS, LLC; 2100 NORTH I STREET, MIDLAND, TX 79705; BUS DESC: INVESTMENT CO; CAPACITY: OWNER/PASSIVE; START: 7/25/2018; DUTIES: INPUT ON INVESTMENTS THAT ARE BROUGHT TO US; HRS 1; (9)QUATROS LEAF, LLC;1608 STANOLIND MIDLAND TX 79705;NOT INVESTMENT RELATED; BUS DESC: FAMILY LLC, HOLDING COMPANY FOR INVESTMENTS;CAPACITY: OWNER/PASSIVE; START: 03/19/2013; DUTIES: GUIDANCE ON INVESTMENTS; HRS 01 (10) Blonkvist Investment Company, LLC: 2110 North I Street Midland, TX 797095. (11) ALWAM, LLC: 2206 Gulf Ave Midland, TX 79705 INVEST/NOT INVEST RELATED: BUSINESS DESCRIPTION: Invest Entity for my wife and me CAPACITY: Partner- START: 12/7/2021 DUTIES: Evaluate diff. invest to deploy personal capital HRS: 1; (12) KMKGB, LLC: 2206 Gulf Ave Midland, TX 79705 INVEST/NOT INVEST RELATED: No BUSINESS DESCRIPTION: GP LLC of the Blonkvist FLP CAPACITY: Owner - Active START: 12/13/2021 DUTIES: Just serve as the GP member of my family limited partnership. Review decks and advise on allocations HRS 1; (13)The Michael and Katy Blonkvist Family limited Partnership: 2206 Gulf Ave Midland, TX 79705 INVEST/NOT INVEST RELATED: No BUSINESS DESCRIPTION: FLP for family (14) Midland Com Theatre; 2000 Wadley, Midland TX 79705 - No - Theatre - Board of Directors - START: 12/15/22 - Meet once a year (15) ENTITY: Washer Boy Worker, 1608 Stanolind Midland, TX 79705 No Family Partnership Owner - Passive START 03/19/13 None, 1, 0;(21)Q5moneyline, LLC, Midland, TX - Owner - Passive - 10.9.23; 1, 1 (16) NAME OF ENTITY: Midland Country Club ADDRESS: One Wildcatter Way Midland Texas 79705 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jan 01, 2025 CAPACITY: Board of Directors DUTIES: Meet Monthly to discuss operations at the club and help provide guidance to the GM HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-19 |
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