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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-03 |
| VI | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-17 |
| MD | RA | APPROVED | 2024-10-07 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Mclean, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Vienna | VA | 08/2024 | Present |
| Vulcan Value Partners | Birmingham | AL | 06/2022 | 08/2022 |
| Rbc Wealth Management | San Diego | CA | 06/2023 | 08/2023 |
| Rbc Wealth Management | Chevy Chase | MD | 07/2021 | 08/2021 |
| Flag Star Football | Takoma Park | MD | 09/2019 | 07/2022 |
| Mclean High School | Mclean | VA | 08/2016 | 05/2020 |
| Lehigh University | Bethlehem | PA | 08/2020 | 05/2024 |
| Travel | Mclean | VA | 06/2020 | 08/2020 |
1) NAME OF ENTITY: Orb AI ADDRESS: 6016 claiborne drive, McLean, Virginia, 22101 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: 01/01/2024 CAPACITY: We just made it for a school project so there are no official roles/titles DUTIES: My friend and I built an AI for a school project, we did not realize it but it may be worth something to the likes of salesforce. We met with Greg Beltzer who mentioned it could potentially be valuable as a one time sale. I have not met with them yet and wanted to make sure it was ok before reaching out on behalf of my friend and I. Once sold we would not work on it. HOURS DEVOTED PER MONTH: ??? HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: Less than 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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