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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-31 |
| NE | RA | APPROVED | 2024-10-21 |
Branch Locations
12910 Pierce St. Suite 300, Omaha, NE 68144-1106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Omaha | NE | 07/2007 | 10/2024 |
| Bancwest Investment Services | Omaha | NE | 09/2010 | 07/2023 |
| Lpl Financial Llc | Omaha | NE | 07/2023 | 10/2024 |
| Rbc Capital Markets, Llc | Omaha | NE | 10/2024 | Present |
1. 05/05/2023 - Notary For State of Nebraska - Investment Related - At Reported Business Location(s) - Notary - Start Date 11/25/2020 - Time Spent 1% 2) NAME OF ENTITY: MKEE LLC ADDRESS: 3333 N 133rd St, Omaha, NE 68164 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership START DATE: 11.01.24 CAPACITY: Owner DUTIES: Helping manage the investment account. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) NAME OF ENTITY: Omaha Symphony ADDRESS: 1605 Howard St, Omaha, NE 68102 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Debutante Ball Committee fundraiser START DATE: 01/01/24 CAPACITY: Committee/Council Member DUTIES: Debutante Ball Committee to help with fundraising HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: Marian High School, Inc. ADDRESS: 7225 Lahser Road, Bloomfield Hills, MI, 48301 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Golf Mom Team Manager START DATE: 08/29/21 CAPACITY: Committee/Council Member DUTIES: Help fundraise for the golf tournament which provides money for scholarships. President of Booster Club, coordinate memberships and concessions for all the sports. Help Golf Coach manage outside activities of the golf team during the season while he coaches. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-09 |
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