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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MN | RA | APPROVED | 2020-07-21 |
Branch Locations
250 Nicollet Mall Suite 2000, 16Th Floor, Minneapolis, MN 55401-1931 • United States
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Vienna | VA | 07/2015 | 07/2020 |
| Rbc Capital Markets, Llc | Minneapolis | MN | 07/2020 | Present |
| City National Bank | Minneapolis | MN | 12/2022 | Present |
NAME OF ENTITY: Women's Foundation of Boston ADDRESS: INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Women's Foundation Boston is a nonprofit that economically empowers Greater Boston women and girls CAPACITY: Other START DATE: 01/18/23 DUTIES: Volunteer and help lead different WFB events to bring awareness and help plan and execute events. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
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