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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| NE | RA | APPROVED | 2011-02-08 |
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 | 05/2008 | Present |
| Morgan Stanley Smith Barney | Omaha | NE | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. CHARLIES EXCAVATING INC.; NOT-INVESTMENT RELATED; OMAHA/NE; EXCAVATION; TITLE: BOARD MEMBER; START DATE: 03/2016; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. 3. *518353- 6020 Shirey Street LLC; Investment related-Yes, omaha, Nebraska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
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