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1133 Melville Street Suite 1100, Vancouver, Bc V6E 4E5 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-02 |
Branch Locations
200 - 1267 Cornwall Road, Oakville L6J7T5 • Canada
1133 Melville Street Suite 1100, Vancouver V6E 4E5 • CANADA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richardson Wealth | Oakville | 03/2014 | 06/2021 | |
| Canaccord Genuity Wealth Management (Usa) Inc. | Oakville | 06/2023 | Present | |
| Canaccord Genuity Corp | Oakville | 06/2021 | Present |
Canaccord Genuity Corp. Investment Related 1200 - 1133 Melville Street Vancouver BC V6E4E5 Canadian Broker Dealer Portfolio Manager June 18, 2021 40 hours per week Lakeshore Wealth Management Insurance Inc. Non-Investment Related 1267 Cornwall Rd, Oakville, Ontario L6J7T5 Insurance Sales Owner/President December 1, 2005 3 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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