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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED_RES | 2023-07-06 |
Branch Locations
12910 Pierce St. Suite 300, Omaha, NE 68144-1106 • United States
Elkhorn, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Omaha | NE | 01/2021 | 05/2022 |
| Securities America, Inc. | Omaha | NE | 06/2022 | 07/2023 |
| Wealthplan Partners | Omaha | NE | 05/2022 | 07/2023 |
| Rbc Capital Markets, Llc | Omaha | NE | 07/2023 | Present |
| Td Ameritrade | Washigton Dc | DC | 09/2006 | 01/2021 |
MILLARD UNITED SPORTS POSITION: Executive Board member NATURE: Non-Profit Youth Sports Organization Executive Board member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 13308 Millard Ave, Omaha NE 68137, United States DESCRIPTION: Executive Board Member for non-profit youth sports organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-24 |
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