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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-01-25 |
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
8800 Firethorn Lane Suite 200, Lincoln, NE 68520 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lincoln | NE | 12/2008 | 01/2021 |
| Rbc Capital Markets, Llc | Lincoln | NE | 01/2021 | Present |
| City National Bank | Lincoln | NE | 02/2022 | Present |
(1)KRIS LAVEDAS TRUST-510 S 53RD STREET,ST. LINCOLN, NE 68510-TRUSTEE-1 HOUR PER MONTH EFF: 12-22-08. (2) NAME OF ENTITY: Summertime Properties, LLC; ADDRESS: Personal Residence; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Own and manage residential and commercial real estate; CAPACITY: Owner/Passive; START DATE: 02/01/2021; DUTIES: Own, manage, buy and sell certain residential and commercial real estate; HOURS DEVOTED PER MONTH: Less than 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None (3) Cedars Home for Children / 6601 Pioneers Blvd Lincoln,Ne 68506 / Other/ Other Caring for wayward children / Caring for wayward children / Member of Board of Directors / / Attend Board meetings and make sure the organization is running smoothly / Start Date 6/1/12 LLC and Foundation / (4) NAME OF ENTITY: Burt Rentals, LLC; ADDRESS: Personal Residence; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Own, Manage, Buy and Sell Residential real estate; CAPACITY: Owner/Passive; START DATE: 02/01/2021; DUTIES: Own, manage, buy and sell real estate primarily in Minnesota and Nebraska; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-03 |
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