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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-10-17 |
| TX | RA | APPROVED | 2018-10-17 |
Branch Locations
38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304-5096 • United States
Bloomfield Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 10/2018 |
| City National Bank | Bloomfield | MI | 02/2019 | 12/2022 |
| Rbc Capital Markets, Llc | Bloomfield | MI | 10/2018 | Present |
BLOOMFIELD TOWNSHIP; ADDRESS: 4200 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI 48302; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: PUBLIC ENTITY BOARD; CAPACITY: VOLUNTEER; START DATE: 10/22/2018; DUTIES: MEET QUARTERLY; HOURS DEVOTED PER MONTH: 0; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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