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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-18
NE RA APPROVED 2000-02-28
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • NE RA
    APPROVED
    Since 2000-02-28

Branch Locations

13321 California St, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 10/1999 Present
Bank Of America, N.A. Omaha NE 05/2017 Present
Other Businesses

(I)NON-PROFIT ORGANIZATION CREIGHTON UNIVERSITY COLLEGE OF BUSINESS OMAHA, NEBRASKA PAID INDUSTRY: YES HOURS DEVOTED: 80 START DATE: 8/30/2011 POSITION: TEACHER DUTIES: TEACH FINANCIAL PLANNING COURSE TO UNDERGRAD AND MBA STUDENTS I*53830 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CREIGHTON UNIVERSITY COLLEGE OF BUSINESS INVESTMENT RELATED: N ADDRESS OF BUSINESS: OMAHA, NEBRASKA 68178 NATURE OF BUSINESS: OTHER, UNIVERSITY POSITION, TITLE, ASSOCIATION: OTHER, TEACHING START DATE OF RELATIONSHIP: 8/30/2011 NUMBER OF HOURS DEVOTED: 80 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH FINANCIAL PLANNING COURSE TO UNDERGRAD AND MBA STUDENTS I*5111276, Entity Type: , Name of OBA: F K, Address: Omaha, Nebraska, 68154, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/27/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*5117293, Entity Type: , Name of OBA: M A R EXEC EST OF F F. K, Address: omaha, Nebraska, 68154, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/28/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-01-10
  • S66 Uniform Combined State Law Examination
    2000-01-10
Other Names
  • Matthew Addison Rehberg

View on SEC IAPD

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