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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| NE | RA | APPROVED | 2024-02-27 |
Branch Locations
13625 California Street Suite 400, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2014 | 02/2024 |
| Morgan Stanley Smith Barney Llc | Omaha | NE | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-07 |
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