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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED | 2022-03-08 |
Branch Locations
2220 Nw Labiche Lane Suite 210, Bend, OR 97703 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bend | OR | 12/2010 | 03/2022 |
| Rbc Capital Markets, Llc | Bend | OR | 03/2022 | Present |
| City National Bank | Bend | OR | 06/2022 | Present |
1) NAME OF ENTITY: Forest and Lake Capital LLC ADDRESS: 63325 South Rd, Suite 210, Bend, OR 97703 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 12.03.24 CAPACITY: Owner DUTIES: write and deposit checks, pay bills, make withdrawals HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Sawtooth, LLC ADDRESS: 63325 South Rd, Bend OR 97703 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 12.03.24 CAPACITY: Owner - short term rental investment property, vacation home DUTIES: write and deposit checks, pay bills, make withdrawals HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Friends of KCDF-US ADDRESS: 14303 Old Marlboro Pike, Suite 210, Upper Marlboro, MD 20772 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Charitable institution focused on strategic oversight, fundraising, and network building START DATE: Apr 10, 2026 CAPACITY: Board of Directors DUTIES: Strategic oversight, governance, and external representation HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-07 |
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