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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
| NY | RA | APPROVED | 2022-03-31 |
| TX | RA | APPROVED | 2022-03-31 |
Branch Locations
455 Patroon Creek Blvd. Suite 200, Albany, NY 12206-5011 • United States
Indian Shores, FL • United States
Voohreesville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 12/2008 | 03/2022 |
| Rbc Capital Markets, Llc | Albany | NY | 03/2022 | Present |
1) WILDWOOD FOUNDATION BOARD OF DIRECTORS. NON-INVESTMENT RELATED. CURRY ROAD, SCHENECTADY, NY. NATURE- NON-PROFIT. POSITION- PRESIDENT. START DATE- 06/21/00. 2 HRS/MONTH; 0 HRS DURING BUSINESS. DUTIES- FUNDRAISING AND ADVOCACY. 2) )NAME: Rental property-Indian Shores Non-Investment related ADDRESS: 18400 Gulf Blvd unit 1112 Indian Shores, Fl 33785 Nature of OBA: vacation rental property Position/Title/Relationship: Owner - Active Start Date: 09/01/20 Time Devoted: less than 1 hr/ avg week; 0 during securities trading DUTIES: maintain property and pay bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-10 |
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