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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-27 |
| VA | RA | APPROVED | 2015-02-25 |
| MD | RA | APPROVED | 2009-07-13 |
| DC | RA | APPROVED | 2007-06-20 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Mclean | VA | 12/2013 | Present |
| City National Bank | Mclean | VA | 11/2019 | 01/2025 |
(1) NAME OF ENTITY: All Saints Church Chevy Chase MD ADDRESS: 3 Chevy Chase Circle Chevy Chase MD 20816 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Religious Institution START DATE: Nov 17, 2025 CAPACITY: Committee/Council Member DUTIES: Educating parishioners on charitable giving HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (2) NAME OF ENTITY: WoodAcres Elementary PTA ADDRESS: 5800 Cromwell Drive Bethesda MD 20816 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Jun 19, 2026 CAPACITY: Board of Directors DUTIES: 1) Oversee the functions of the PTA Board 2) Manage the administrive oversight of the PTA as a nonprofit afficilated entity of the MDPT Aand MCCPTA and 3) Serve as primary liasion to WAES administrators HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
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