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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| NE | RA | APPROVED | 2009-06-01 |
Branch Locations
13625 California Street Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Omaha | NE | 03/2007 | Present |
| Morgan Stanley Smith Barney | Omaha | NE | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*580316- St. Pius/St. Leo School; Investment related: No; Omaha, Nebraska; Religious, Children/Youth, Civic/Community, Education; Board Member, Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 4; To help determine allotment of funds to the school, etc. from investments. *621635- Band; Investment related: No; Omaha, Nebraska; Art/Culture; Musician (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
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