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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| NE | RA | APPROVED | 2025-09-08 |
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 |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 05/2021 | 09/2021 |
| Axe Games Omaha | Omaha | NE | 08/2018 | 02/2019 |
| United States Marine Corps | Camp Pendleton | CA | 07/2013 | 07/2017 |
| Creighton University | Omaha | NE | 08/2017 | 12/2020 |
| Unemployed | Poulsbo | WA | 01/2021 | 04/2021 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2021 | 10/2021 |
| First Command Advisory Services, Inc | Fort Worth | TX | 09/2021 | 10/2021 |
| First Command Insurance Services, Inc | Fort Worth | TX | 09/2021 | 10/2021 |
| Parker Financial, Llc | Silverdale | WA | 12/2021 | 05/2025 |
| Morgan Stanley | Omaha | NE | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-25 |
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
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