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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
| NE | RA | APPROVED | 2023-07-25 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2020 | 04/2023 |
| Unemployed | Smyrna | GA | 11/2019 | 07/2020 |
| Douglas County Communications | Omaha | NE | 08/2017 | 10/2019 |
| Nebraska Department Of Correctional Services | York | NE | 07/2015 | 08/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | 05/2023 |
| Morgan Stanley | Omaha | NE | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
*631931 - TranquilTalk LLC; Investment related: Yes; Elkhorn, Nebraska; Technology; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 5; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-27 |
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