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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-19 |
| MN | RA | APPROVED | 2016-12-19 |
Branch Locations
1420 London Road Suite 201, Duluth, MN 55805-2425 • United States
Duluth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgladrey Wealth Management Llc | Duluth | MN | 09/2011 | 10/2016 |
| Rbc Capital Markets, Llc | Duluth | MN | 12/2016 | Present |
| Self Employed | Duluth | MN | 10/2016 | 12/2016 |
| City National Bank | Duluth | MN | 09/2018 | Present |
(1) NAME OF ENTITY: Voyager Area Council of the Boy Scouts of America; ADDRESS: 3877 Stebner Rd Duluth, MN 55811; NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: Youth Leadership Training; CAPACITY: Board of Directors; START DATE: 04/01/2021; DUTIES: As a board member in the Boy Scouts Voyager Area Council I am a fiduciary that helps steer the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-09 |
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