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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-19 |
| OR | RA | APPROVED | 2019-06-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bend | OR | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2016 | 05/2019 |
| Rbc Capital Markets, Llc. | Bend | OR | 05/2019 | Present |
| City National Bank | Bend | OR | 08/2022 | Present |
(1) RENTAL PROPERTY; INVESTMENT RELATED; EUGENE, OR; CO-OWNER; START DATE 6/2008; 5 HRS PER MONTH; 0 HRS DURING TRADING. (2) Name of Entity - Rental House Address - 125 Ruby Ave., Eugene, Oregon Business Description - Rental House Business is not investment related Projected Start Date: 08/12/2019 Capacity: Owner - Active Duties Performed: Complete repairs and manage my property. Hours Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-04 |
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