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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Omaha | NE | 06/2021 | 09/2021 |
| Elder Law Of Omaha | Omaha | NE | 04/2019 | 08/2021 |
| Nebraska Air National Guard | Lincoln | NE | 07/2014 | 05/2023 |
| Nebraska Air National Guard | Lincoln | NE | 01/2018 | 10/2018 |
| Fidelity National Title Group | Omaha | NE | 08/2014 | 12/2017 |
| Morgan Stanley Smith Barney Llc | Omaha | NE | 09/2021 | 07/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2021 | 07/2025 |
| Ameriprise Financial Services Llc | Omaha | NE | 07/2025 | Present |
| Creighton University | Omaha | NE | 01/2024 | Present |
Board of Directors; Papillion Community Board; board member; 109 N Washington St, , Papillion, NE, 68046; Not Investment-Related; 08/11/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Bell Elementary PTO; Co-President; 7909 Reed St, , Papillion, NE, 68046; Not Investment-Related; 08/10/2026; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Sarpy County Election Day Poll Worker; assigned as a clerk for the general election on November 3, 2026. the county pays minimum wage.; 1510 Papillion Dr, , Papillion, NE, 68046; Not Investment-Related; 11/03/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Softball Coach; Coaching my daughters 12U C ball softball team. No payment but we get a discount of $200 from fees (total fees are around $2300).; 10456 Chandler Rd, Ste 105, La Vista, NE, 68128; Not Investment-Related; 08/24/2026; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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