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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2023-02-28 |
| TX | RA | APPROVED_RES | 2023-02-27 |
| MD | RA | APPROVED | 2020-05-21 |
Branch Locations
225 Schilling Circle Suite 250, Hunt Valley, MD 21031-1125 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Baltimore | MD | 03/2018 | Present |
| World Of Beer Baltimore | Baltimore | MD | 11/2017 | 01/2021 |
| Unemployed- Caregiver/Travel | Baltimore | MD | 04/2017 | 11/2017 |
| Turf Valley | Ellicott City | MD | 05/2016 | 04/2017 |
| World Of Beer | Baltimore | MD | 10/2013 | 03/2017 |
| City National Bank | Baltimore | MD | 03/2023 | Present |
(1) NAME OF ENTITY: CASA Baltimore ADDRESS: 8 Market Place Suite 300 Baltimore MD 21202 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Nov 01, 2025 CAPACITY: Board of Directors DUTIES: Board of Trustees - finance committee. Voting on budget/spending (no investment decisions). HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
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