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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-04 |
| NE | RA | APPROVED | 2010-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | NE | 03/2007 | Present |
| Bank Of America, N.A. | Lincoln | NE | 04/2016 | Present |
I*23770FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CRESTDALE DEVELOPMENTINVESTMENT RELATED: NADDRESS OF BUSINESS:LINCOLN, NEBRASKA 68542NATURE OF BUSINESS: OTHER,RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: VICE PRESIDENT/OFFICE MANAGER I*120734For profit or not for profit: For-Profit OrganizationName of outside business organization: Crestdale Development formerly Metro Building SerInvestment related: NAddress of business:Lincoln, Nebraska 68512Nature of business: S-Corp,Position, title, association: Family Held, noneStart date of relationship: 2/5/1996Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: We have owned rental property since 1996 and the current name of our corporation is Crestdale Development. We do no use the title of Metro nor is it under the Secretary of the State of Nebraska.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-19 |
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