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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-07 |
| MT | RA | APPROVED | 2016-11-17 |
| TX | RA | APPROVED | 2016-11-17 |
Branch Locations
125 Bank Street Suite 700, Missoula, MT 59802-4424 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Missoula | MT | 03/2014 | 11/2016 |
| Rbc Capital Markets, Llc | Missoula | MT | 11/2016 | Present |
| City National Bank | Missoula | MT | 07/2018 | Present |
(1) THE ATHENA CONFERENCE; ADDRESS: PERSONAL RESIDENCE; BUSINESS DESCRIPTION: WOMEN'S LEADERSHIP ANNUAL EVENT; NOT INVESTMENT RELATED; START DATE: 01/01/2018; CAPACITY: OWNER-ACTIVE; DUTIES: ORGANIZATION; HOURS DEVOTED PER MONTH: NONE; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE (2) NAME OF ENTITY: No Entity Name- individual ADDRESS: 2617 Raymond Avenue Missoula, MT 59802 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Personal Real Estate property owned with husband and renting out CAPACITY: Owner - Passive START DATE: 07/01/21 DUTIES: Mainly Ross (husband) is running with this, but maintain the property. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-17 |
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