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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| NE | RA | APPROVED | 2023-02-06 |
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 | 09/2022 | Present |
| Proteus | Lincoln | NE | 09/2010 | 09/2022 |
| Metropolitan Community College | Omaha | NE | 03/2020 | 05/2022 |
| Bank Of America, N.A. | Lincoln | NE | 01/2023 | Present |
Stars Sky Limited Co Focus area: consulting services related to sustainability efforts in Nebraska (Non-investment-related) Address: 3900 S 32nd PL Lincoln NE 68502 Position: co-owner Founded/start date: February of 2020 Expected hours: 0 Duty: My spouse and I founded Stars Sky Limited Co to provide consulting services related to sustainability efforts in Nebraska. However, this business has been on pause for a year. There are no foreseeable upcoming activities as we are both engaged in and focusing in our current careers. --- Proteus Focus area: software development Address: 7120 S 29th Street Suite 100 Lincoln, NE 68516 Position: Independent Contractor Start date: 10/2022 Expected hours: 10 per month with non hours during securities trading hours Duty: Assisting with answering any questions related to projects that I involved in before my resignation. I*1174267 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Grand Lake, Colorado, 80447 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , General Notes: Family vacation home that will be rented out to family and friends occasionally. The property is mainly managed by and rental income if any goes to my father-in-law.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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