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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-22 |
| CA | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Omaha | NE | 01/2006 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2017 | 05/2018 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 02/2018 | 05/2018 |
| Pacific Life Insurance | Omaha | NE | 04/2019 | 04/2021 |
| Fisher Investments | Camas | WA | 04/2021 | 07/2021 |
| The Leaders Group Inc | Littleton | CO | 09/2022 | 07/2023 |
| Wealthvest | Bozeman | MT | 08/2022 | 07/2023 |
| Rental Property | Omaha | NE | 07/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 07/2023 | Present |
| University Of Nebraska | Omaha | NE | 07/2015 | 12/2020 |
| Bank Of America N.A. | Portland | OR | 08/2023 | Present |
Name of the other business: Challenge Hockey - Hockey Lessons Whether the business is investment-related: No Address of the other business: Vancouver WA 98682 Title, or relationship with the other business: Owner Start date of your relationship: 06/01/2021 Approximate number of hours/month you devote to the other business: 20 hrs Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I give kids hockey lessons. My duties entail paying rent and scheduling when I to work with kids around my normal working hours Name of the other business: Rentals 1 Whether the business is investment-related: No Address of the other business: Ralston NE 68127 Title, or relationship with the other business: Owner Start date of your relationship: 07/2019 Approximate number of hours/month you devote to the other business; 2 hrs Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Manage rental while leased. Help tenants with anything they need. Pay the bills and collect rent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-25 |
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