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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-03 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Santa Rosa | CA | 10/2010 | 05/2022 |
| J.P. Morgan Securities Llc | Santa Rosa | CA | 03/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 05/2022 | 08/2024 |
| Bank Of America, N.A. | Santa Rosa | CA | 07/2022 | 08/2024 |
| Avior Wealth Management | Omaha | NE | 08/2024 | Present |
Entity Name: Professional Golf Caddy Investment related: N Address: Professional Golf caddie for PGA professionals and celebrities that I personally know. No address as it will be at different locations. Nature of the other business: Sports Position/Title/Relationship: employee/contractor Start Date: 12/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Professional Golf caddie for PGA professionals and celebrities that I personally know. Not similar to my JPMC role. I will possibly Caddy 1-2 times a year in my state of residence. Entity Name: rental property investment Investment related: Y "Address: I'm looking at buying a rental property: Petaluma, Ca 95404" Nature of the other business: Real Estate Position/Title/Relationship: owner/partner Start Date: 01/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: rental property, not similar to my role at JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-10 |
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