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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2016-07-27 |
| TX | RA | APPROVED | 2016-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinkaid Inc | Lincoln | NE | 01/2014 | Present |
| Lincoln Youth Baseball Organization | Lincoln | NE | 11/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | NE | 07/2016 | Present |
| Bank Of America, N.A. | Lincoln | NE | 11/2016 | Present |
I*129352 For profit or not for profit: For-Profit Organization Name of outside business organization: Platinum Roofing, Inc. Investment related: N Address of business: Malcolm, Nebraska 68402 Nature of business: S-Corp, Position, title, association: Family Held, Start date of relationship: 2/3/2020 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This company will sell roofs to homeowners and install by sub-contract labor. I*1532266 For profit or not for profit: Entity Charitable Name of outside business organization: Raymond Rural Fire Board Investment related: N Address of business: Raymond, Nebraska, 68428, United States Nature of business: ["Governmental Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/16/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , To oversee the rural fire district of Raymond. Meet annually to pass a budget and monthly to discuss operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-18 |
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