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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED_RES | 2017-03-30 |
Branch Locations
Palm Beach Gardens, FL • United States
Westwood, MA • United States
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • 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 | Wellesley Hills | MA | 01/2009 | Present |
| City National Bank | Wellesley Hills | MA | 04/2017 | Present |
(1) JEWISH FAMILY SERVICE; ADDRESS: 475 FRANKLIN STREET STE #101 FRAMINGHAM, MA 12345; BUSINESS DESCRIPTION: SOCIAL SERVICE; NOT INVESTMENT RELATED; START DATE: 05/23/2011; CAPACITY: BOARD OF DIRECTORS; DUTIES: ASSIST DIRECTION OF SOCIAL SERVICE AGENCY; HOURS DEVOTED PER WEEK: 2; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 1 (2) NAME OF ENTITY: Jewish Federation of the Palm Beaches ADDRESS: 1 Harvard Circle West Palm Beach Florida 33409 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Mar 20, 2026 CAPACITY: Committee/Council Member DUTIES: Volunteer on endowment and CSP committees HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-14 |
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