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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-31 |
| TX | RA | APPROVED_RES | 2010-02-08 |
| WI | RA | APPROVED | 2003-06-18 |
Branch Locations
525 Main Street Suite 410, Delafield, WI 53018 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Delafield | WI | 03/2008 | Present |
| City National Bank | Delafield | WI | 06/2018 | Present |
(1) Name: Set Sail, LLC Address: 586 Kopmeier DR, Pewaukee, WI 53072 Business Description: to buy and hold Real Estate, for rental properties Business is not investment related Projected Start Date: 04/28/20 Capacity: Owner - Active Duties Performed: a manager of managers Devoted to this OBA per Month: none Hours Devoted to this OBA during business hours: 0 (2) NAME OF ENTITY: Rental property ADDRESS: 2862-2864 N 124th street, Wauwatosa,WI INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: house rental under set sail llc CAPACITY: Owner - Active START DATE: 05/31/20 DUTIES: collect rent maintain property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-16 |
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