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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-05 |
| NH | RA | APPROVED | 2006-01-31 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Chestnut Hill, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Burlington | MA | 03/2008 | Present |
| City National Bank | Burlington | MA | 05/2019 | Present |
(1) TEMPLE EMETH; ADDRESS: SOUTH AND GROVE STREETS CHESTNUT HILL, MA 2467; BUSINESS DESCRIPTION: RELIGIOUS ORGANIZATION-HOUSE OF WORSHIP; NOT INVESTMENT RELATED; START DATE: 11/01/2004; CAPACITY: OFFICER, BOARD OF DIRECTORS, TREASURER, ELECTED OFFICIAL; DUTIES: ASSIST WITH ACCOUNTING, OPERATIONS, AND GENERAL FINANCIAL AFFAIRS; HOURS DEVOTED PER WEEK: 5; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 1.5 (2) THE WESLER GROUP, LLC.; ADDRESS: 32 WALLIS ROAD, CHESTNUT HILL, MA 02467; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL INVESTMENT PROPERTY; CAPACITY: OWNER-ACTIVE; START DATE: 9/1/2018; DUTIES: MANAGEMENT OF PERSONAL INVESTMENT RENTAL PROPERTY; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-27 |
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