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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| NE | RA | APPROVED | 2024-10-11 |
Branch Locations
13321 California St, Omaha, NE 68154 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 02/2022 | Present |
| Pinnacle Bank | Omaha | NE | 12/2020 | 02/2022 |
| Strategic Legacy Advisors | Omaha | NE | 08/2019 | 07/2020 |
| Ries Orthodontics | Omaha | NE | 03/2009 | 03/2022 |
| Millard North High School | Omaha | NE | 08/2013 | 05/2017 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2017 | 05/2021 |
I*4749283 Entity Type: N/A Name of OBA: MLPF& S CUST FPO B J R IRA FBO B J R Address: Elkhron, Nebraska, 68022 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*4750275 Entity Type: N/A Name of OBA: MLPF& S CUST FPO B J R IRA FBO B J R Address: Elkhorn, Nebraska, 68022 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
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