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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-03 |
| NJ | RA | APPROVED | 2013-04-22 |
Branch Locations
200 Park Avenue 2Nd Floor, Florham Park, NJ 07932-1026 • United States
Morristown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Florham Park | NJ | 04/2013 | Present |
NAME OF ENTITY: The Koshak Family Trust ADDRESS: 17 Lake Trail West, Morristown, NJ 07960 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Family Trust - owns a house we want to rent out. CAPACITY: Other - I am trustee of the Koshak Family Trust. I will be receiving the rental payments. START DATE: 10/1/2021 DUTIES: I am trustee of the trust. For the beach house, I pay upkeep, taxes, utilities, etc. For the RBC account, I am the trustee and trade the account. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
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