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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
| NM | RA | APPROVED | 2022-04-13 |
Branch Locations
6301 Uptown Blvd Ne Suite 100, Albuquerque, NM 87110-4132 • United States
Albuquerque, NM • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Albuquerque | NM | 03/2022 | Present |
| Sandia National Laboratories | Albuquerque | NM | 04/2011 | 03/2022 |
| City National Bank | Albuquerque | NM | 05/2022 | Present |
(1) Central New Mexico Community College. Part-time faculty for Accounting and Financial Literacy. CNM Main Campus 900 University Blvd. SE 87106. Began teaching Spring of 2020. Typically spend 8-10 hours/month teaching online at night. (2) Managing member of a family multi-member LLC for an Airbnb rental property. 3D Ventures Real Estate, LLC. Property location is 10408 Oso Ct. NE Albuquerque, NM 87109. Spend 2-4 hours/week cleaning and turning over the property for future guests. (3) NAME: New Mexico Society of CPAs; 3400 Menaul Blvd. NE Albuquerque, NM 87107; No; New Board Member for 2023-2024 session; Board of Directors * SD: 09/01/2023; Board of Directors are responsible for helping to grow the pipeline for the future of the accounting profession. This includes trying to grow NMSCPA membership, providing educational opportunities (CE) for CPAs, Engaging with professors at local colleges/universities HOURS P/ MO: 0.4 HOURS DURING SEC. HOURS P/ MO:0.2 (4) NAME: Kiwanis Club of Albuquerque; PO Box 21517 Albuquerque US-NM 87154; No; Foundation/Charitable Institution; Oct 02, 2023; Board of Directors; New Board Member for 2023-2024 session HOURS P/ MO: 0 - 4 Hours HOURS DURING SEC. HOURS P/ M: 0 - 4 Hours (5) NAME: Albuquerque Community Foundation - Future Fund; 624 Tijeras Ave NW, Albuquerque NM 87102; No; Committee Member; Committee/Council Member (not associated with the Board of Directors); 01/01/2023; Future Fund wants to create a space for individuals who share their time, talent and treasure through significant community impact, extraordinary contributions to future generations, and redefining what it means to be a philanthropist. Board members help coordinate various grants events and networking opportunities for future fund members. HOURS P/ MO: 0.4 HOURS DURING SEC. HOURS P/ MO: 0.2 (6) NAME: United Way of North Central New Mexico; No; Community Investment Council Committee Member; Committee/Council Member (not associated with the Board of Directors); 10/12/2023; Attend monthly meetings, participate in council discussions to advice UWNCNM on the grant process, funding priorities and other topics requested by UWNCNM staff. Participate in annual, half day meeting to allocate grant funds. HOURS P/ MO: : 0.5 HOURS DURING SEC. HOURS P/ M: 0.2 7) NAME: 501(C)PA; 1152 N Buckner Blvd Unit 123 Dallas TX 75218; No; Foundation/Charitable Institution; 23/09/2025; Board of Directors; The board of directors for 501(C)PA are responsible for steering the organization toward its mission through strategic oversight, financial management, fundraising, and legal compliance. The board must balance governance with community engagement, ensuring 501(C)PA remains a trusted and impactful nonprofit in Albuquerque. For specific details on 501(C)PA's bylaws or tailored responsibilities, the organization's governing documents or a consultation with a nonprofit attorney in New Mexico would provide further clarity. HOURS P/ MO: 0 - 4 Hours HOURS DURING SEC. HOURS P/ MO: 0-4 Hours (8) NAME OF ENTITY: University of New Mexico Alumni Association; 1889 Central Ave NE Albuquerque New Mexico 87106; No; Foundation/Charitable Institution; Sep 01, 2026; Board of Directors; The Alumni Association Board of Directors works to connect alumni with each other and the University and encourages engagement among all members of the UNM community, including students, faculty, staff, and the greater community as a whole. HOURS P/ MO: 01; HOURS DURING SEC. HOURS P/ MO: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
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