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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-30 |
| NE | RA | APPROVED | 2014-11-20 |
Branch Locations
12910 Pierce St. Suite 300, Omaha, NE 68144-1106 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Omaha | NE | 02/2014 | Present |
| City National Bank | Omaha | NE | 06/2019 | Present |
(1) NAME OF ENTITY: Nebraska Youth Justice Initiative ADDRESS: 5040 Grand Ave Omaha Nebraska 68104 INVESTMENT/NOT INVESTMENT RELATED: No DESCRIPTION: Private Company START DATE: Sep 12, 2025 CAPACITY: Other DUTIES: I will be a board member on at the NYJI. WORKING TIME: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (2) NAME OF ENTITY: The American College of Financial Services ADDRESS: 630 Allendale Rd, King of Prussia, PA 19406 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: May 01, 2026 CAPACITY: Other DUTIES: I will be helping proctor a study group for the American College of Financial Services through the Omaha Community Foundation called CAP 539 - Planning for Impact in Context of Family Wealth. I will not be talking about investment nor giving advice. The students are doing self-paced learning and discussing the information with themselves and I am there to help guide them. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
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