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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-29 |
| IL | RA | APPROVED | 2023-04-11 |
Branch Locations
950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States
Lake Forest, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Lake Forest | IL | 01/2023 | Present |
| Fixed Income Consultant | Hinsdale | IL | 06/2021 | 12/2022 |
| Aviva Investors | Chicago | IL | 08/2014 | 05/2021 |
| City National Bank | Lake Forest | IL | 05/2023 | Present |
(1) NAME OF ENTITY: Courtyard Homes of Amberley Woods Homeowners Association ADDRESS: 1845 Amberley Ct, Lake Forest, IL 60045 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: HOA START DATE: 12.17.24 CAPACITY: General board member DUTIES: Setting the budget HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Amberley Woods Master Association, Inc. ADDRESS: 1800 Amberley Court Lake Forest Illinois 60045 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Apr 15, 2025 CAPACITY: Board of Directors, Other DUTIES: Board Member, President HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 1992-02-10 |
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