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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED_RES | 2008-10-06 |
| NE | RA | APPROVED | 2002-12-11 |
Branch Locations
13321 California St, Omaha, NE 68154 • United States
Council Bluffs, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 11/2002 | Present |
| Bank Of America, N.A. | Omaha | NE | 06/2011 | Present |
I*21702 For profit or not for profit: Non-Profit Organization Name of outside business organization: Omaha Rodeo LLC/Rough N' Ready Challenge Rodeo Investment related: N Address of business: Omaha, Nebraska 68114 Nature of business: Other,non-profit Position, title, association: Committee Member Start date of relationship: 3/1/2003 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Subcommittee Member To put a smile on every child and raise funds for area heartland organizations whom support families with special needs. Serve on board of the newly formed Omaha Rodeo LLC Non-Profit entity to put on PRCA rodeo in Sept. I*21702 For profit or not for profit: Non-Profit Organization Name of outside business organization: Omaha Rodeo LLC/Rough N' Ready Challenge Rodeo Investment related: N Address of business: Omaha, Nebraska 68114 Nature of business: Other, non-profit Compensation for Activity: N Position, title, association: Committee Member Start date of relationship: 3/1/2003 Number of hours devoted: 2 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Subcommittee Member To put a smile on every child and raise funds for area heartland organizations whom support families with special needs. Serve on board of the newly formed Omaha Rodeo LLC Non-Profit entity to put on PRCA rodeo in Sept I*117762 For profit or not for profit: For-Profit Organization Name of outside business organization: Craig and T Korkow Investment related: N Address of business: Council Bluffs, Iowa 51503 Nature of business: Sole Proprietorship Position, title, association: Owner, Start date of relationship: 4/1/2015 Number of hours devoted: 1040 hrs Annually Number of hours devoted during trading hours: 0 Duties: Hobby Farm on primary residence I*1537307 For profit or not for profit: Entity For Profit Name of outside business organization: CNT Holdings, Co LLC Investment related: N Address of business: Council Bluffs, Iowa, 51503, United States Nature of business: LLC Position, title, association: General Partner/Managing Member Start date of relationship: 10/20/2023 Number of hours devoted: 1 hr Wkly Number of hours devoted during trading hours: 0.5 Duties: It is our investment account I*: 2048390 Entity Type: Entity Charitable Name of OBA: Youth Emergency Services Address: Omaha, NE 68131 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 04/01/2024 Number of Hours: 3 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Finance committee, Fundraising committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-13 |
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