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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-31 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
13255 W Center Rd, Omaha, NE 68144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Elkhorn | NE | 06/2024 | 02/2025 |
| New York Life Insurance Company | Elkhorn | NE | 03/2024 | 02/2025 |
| Fremont Public School | Fremont | NE | 06/2022 | 06/2024 |
| Midland University | Fremont | NE | 05/2020 | 06/2022 |
| Ahstw Schools | Avoca | IA | 06/2017 | 06/2020 |
| Council Bluffs Csd | Council Bluffs | IA | 06/2014 | 06/2017 |
| Bridges Investment Management, Inc. | Omaha | NE | 09/2025 | 05/2026 |
| Guardian Life Insurance Company Of America | Omaha | NE | 02/2025 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 06/2026 | Present |
| Bank Of America, N.A. | Omaha | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-17 |
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