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Genesis Sheryl Chacon-Ojeda

Rbc Capital Markets, LLC

Mclean, VA

Vienna, VA

CRD 7602375

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Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-26
VA RA APPROVED 2024-10-29
  • TX RA
    APPROVED
    Since 2024-11-26
  • VA RA
    APPROVED
    Since 2024-10-29

Branch Locations

Mclean, VA • United States

8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Ashburn VA 06/2018 10/2024
Chipotle Mexican Grill Olympia WA 06/2016 06/2018
Green River Community College Olympia WA 09/2016 06/2018
Central Washington University Seattle WA 09/2018 06/2022
South Puget Sound Community College Olympia WA 06/2015 09/2016
Rbc Capital Markets, Llc Vienna VA 10/2024 Present
  • 06/2018 → 10/2024
    Wells Fargo Clearing Services, Llc
    Ashburn, VA
  • 06/2016 → 06/2018
    Chipotle Mexican Grill
    Olympia, WA
  • 09/2016 → 06/2018
    Green River Community College
    Olympia, WA
  • 09/2018 → 06/2022
    Central Washington University
    Seattle, WA
  • 06/2015 → 09/2016
    South Puget Sound Community College
    Olympia, WA
  • 10/2024 → Present
    Rbc Capital Markets, Llc
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-29

View on SEC IAPD

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