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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 05/2019 | 10/2022 |
| Physicians Mutual Insurance Company | Omaha | NE | 12/2016 | 05/2019 |
| Bank Of America, N.A. | Omaha | NE | 05/2019 | 10/2022 |
| Lion Street Financial, Llc | Austin | TX | 11/2022 | 09/2023 |
| Lion Street Advisors, Llc | Austin | TX | 11/2022 | 09/2023 |
| Nabity Business Advisors | Omaha | NE | 10/2022 | 07/2023 |
| Travis Washington | Omaha | NE | 04/2014 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 10/2023 | Present |
| J.P. Morgan Securities Llc | Omaha | NE | 10/2023 | Present |
| Eddies Catering | Omaha | NE | 01/2009 | 05/2019 |
| Travis Washington | Omaha | NE | 06/2009 | Present |
| Stagepay Services Inc | Omaha | NE | 01/2016 | 04/2023 |
My wife and I own 2 rental properties single family homes that we rent Addresses of other business: 4517 P St, Omaha, NE 5851 S 51 St, Omaha NE -Investment properties/single family home rentals -Position- CO-Owner with Spouse -14 years June 2009 -Hours (non trading)-1hrs -Hours (Trading)-0 Usually do any work on weekend or management company does it. -Light upkeep and Maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-05 |
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