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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-26 |
| PA | RA | APPROVED | 2014-04-24 |
Branch Locations
Six Tower Bridge, 181 Washington Street Suite 500, Conshohocken, PA 19428-2000 • United States
Absecon, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Conshohocken | PA | 04/2014 | Present |
| City National Bank | Conshohocken | PA | 01/2019 | Present |
Name of Business: personal residence Business Description: temporary rental property Business is investment-related: no Address: 110 E. Faunce Landing Rd. Absecon, NJ 08201 Capacity: Owner - Active Start Date: 07/03/19 Duties: receive monthly rent, pay contractors for property maintenance, pay taxes and insurance. Hours devoted per month: 0 Hours devoted during securities hours per month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-30 |
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