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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2014-08-22 |
| TX | RA | APPROVED | 1998-09-01 |
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 | 09/1992 | Present |
| Bank Of America, N.A. | Lincoln | NE | 12/2009 | Present |
I*53301FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LAMBDA LEGALINVESTMENT RELATED: NADDRESS OF BUSINESS: 3500 OAK LAWN AVENUE, SUITE 500, DALLAS, TEXAS 75219NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/1/2011NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBER FOR LAMBDA LEGAL AND ON COMMITTEE TO ORGANIZE THE ANNUAL WOMEN'S BRUNCH. I*1003427, Entity Type, Name of OBA: J K H TTEE U/A DTD 08/06/2007 BY K A L Address: LincolnNebraska68526 Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 08/01/2022No Hours: 8 weekly No Hours during trading: 1 weekly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-18 |
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