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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-06 |
| FL | RA | APPROVED | 2018-11-06 |
| TX | RA | APPROVED | 2018-10-18 |
Branch Locations
800 Laurel Oak Drive Suites 500 & 600, Naples, FL 34108 • United States
80 Linden Oaks Suite 220, Rochester, NY 14625-2809 • United States
Naples, FL • United States
Falmouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rochester | NY | 04/2003 | 10/2018 |
| Rbc Capital Markets, Llc | Rochester | NY | 10/2018 | Present |
| City National Bank | Rochester | NY | 12/2018 | 01/2023 |
1): NAME OF ENTITY: condo/rental income ADDRESS: 3450 gulf shore blvd north Naples, FL 34103 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: rental income for 2-3 months during the winter CAPACITY: Independent Contractor/Consultant START DATE: 1/01/2022 DUTIES: looking for tenants for 2-3 months HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2): Name of Entity: don devitto Non-Investment related Address of Entity: 75 schoolhouse lane Rochester, ny, 14618 Nature of OBA: short term rental (one week) during PGA Position/Title/Relationship: landlord Start Date: 05/15/23 Time devoted: 0; 0 during securities trading hours Duties: landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-27 |
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