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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-10-05 |
| TX | RA | APPROVED_RES | 2021-09-23 |
Branch Locations
8800 Firethorn Lane Suite 200, Lincoln, NE 68520 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lincoln | NE | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 11/2016 | 09/2021 |
| Rbc Capital Markets, Llc | Lincoln | NE | 09/2021 | Present |
| City National Bank | Lincoln | NE | 03/2022 | Present |
1) GUARDIAN FOR SON; INV RELATED; LINCOLN, NE; START: 6/12/14; 720 HRS/MO; 720 HRS DURING TRADING. 2) NAME OF ENTITY: Kuszak Rental Property ADDRESS: Lincoln, NE INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 02.01.24 CAPACITY: joint owner with my wife DUTIES: joint owner HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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