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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| NE | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iat Insurance Group | Omaha | NE | 01/2017 | 01/2022 |
| Miracle Hill | Omaha | NE | 07/2016 | Present |
| State Farm | Omaha | NE | 06/2015 | 01/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2023 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 03/2025 | Present |
| Progressive Insurance Company | Omaha | NE | 01/2022 | 10/2023 |
| Bank Of America, N.A. | Omaha | NE | 05/2025 | Present |
I*: 2405264Name of the other business: Miracle HillWhether the business is investment-related: NoAddress of the other business: Omaha NE Nature of the other business: Sports/Physical RecreationYour position: Tennis InstructorTitle, or relationship with the other business: Tennis InstructorStart date of your relationship: 05/01/2025Approximate number of hours/month you devote to the other business: 20 hours/monthNumber of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Assist in coaching tennis I*: 2405266Name of the other business: Eagle Investments LLCWhether the business is investment-related: NoAddress of the other business: La Vista NENature of the other business: Real Estate(Non-Agent/Broker)Your position: Owner/FounderTitle, or relationship with the other business: Owner/FounderStart date of your relationship: 04/21/2025Approximate number of hours/month you devote to the other business: 5 hours/monthNumber of hours you devote to the other business during securities trading hours: 1 hour/monthBriefly describe your duties relating to the other business: This LLC was set up to separate liability between the rental property owned by this LLC and my personal assets. I*: 2405268Name of the other business: VRZ Investments LLCWhether the business is investment-related: NoAddress of the other business: La Vista NENature of the other business: Real Estate(Non-Agent/Broker)Your position: Owner/FounderTitle, or relationship with the other business: Owner/FounderStart date of your relationship: 04/21/2025Approximate number of hours/month you devote to the other business: 5 hours/monthNumber of hours you devote to the other business during securities trading hours: 1hour/monthBriefly describe your duties relating to the other business: This LLC was set up to separate liability between the rental property owned by this LLC and my personal assets. I*: 2405269 Name of the other business: Mt. Crescent Ski Whether the business is investment-related: No Address of the other business: Honey Creek IA Nature of the other business: Sports/Physical Recreation Your position: Ski Instructor Title, or relationship with the other business: Ski Instructor Start date of your relationship: 11/01/2025 Approximate number of hours/month you devote to the other business: 25 hours/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business Provide ski instructions I*: 2405273 Name of the other business: Bellevue Berry Farm Whether the business is investment-related: No Address of the other business: Papillion NE Nature of the other business: Caters events, weddings, festivals Your position: Family member Title, or relationship with the other business: Family member Start date of your relationship: 05/01/2025 Approximate number of hours/month you devote to the other business: 40 hours/annually Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Provide service at the food and drink stations at the various events. I*2404262, Entity Type: Entity For Profit, Name of OBA: BZ, Address: La Vista, Nebraska, 68128, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 05/01/2025, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties: Tennis Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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