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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-04-20 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Vienna, VA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 04/2017 |
| Rbc Capital Markets, Llc | Mclean | VA | 04/2017 | Present |
| City National Bank | Mclean | VA | 02/2018 | Present |
NAME OF ENTITY: Lenny Schultz Memorial Scholarship Fund ADDRESS: 10423 Mount Sunapee Road; Vienna, VA 22182 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: SCHOLARSHIP AWARD YEARLY TO A JMHS STUDENT IN FOOTBALL,WRESTLING OR SPECIAL EDUCATION CAPACITY: Officer, Board of Directors * START DATE: 7/1/2021 DUTIES: Disburse scholarship funds HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
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