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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-05 |
| OR | RA | APPROVED | 2012-02-13 |
Branch Locations
4949 Sw Meadows Road Suite 250, Lake Oswego, OR 97035 • United States
11930 Nw Valley Vista Road, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Portland | OR | 02/2012 | Present |
| City National Bank | Portland | OR | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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