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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
| MN | RA | APPROVED | 2022-11-18 |
Branch Locations
1015 W Saint Germain St Suite 400, St. Cloud, MN 56301-5423 • United States
Cold Spring, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | St. Cloud | MN | 12/2016 | Present |
| Hossler Consulting Services / Appreciation Financial | Fort Meyers | FL | 04/2016 | 10/2016 |
| Unemployed | Hutchinson | MN | 10/2016 | 12/2016 |
(1) NAME OF ENTITY: United Way Of Central Minnesota ADDRESS: 921 1st Street North, Suite 200, Saint Cloud, MN 56303 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jan 09, 2026 CAPACITY: Other DUTIES: Investment Committee Volunteer. Members of this team review all funding applications from area agencies that apply within the impact area and the established outcomes. The Investment Team develops prioritized investment recommendations with rationale for the funding and pursuit of larger UWCM CI initiatives. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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