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3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-23 |
Branch Locations
3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montage Investments | Leawood | KS | 07/2015 | 11/2016 |
| Montage Securities | Leawood | KS | 07/2015 | 06/2017 |
| Tortoise Investment Partners, Llc | Leawood | KS | 11/2016 | 12/2022 |
| Tortoise Securities | Leawood | KS | 07/2017 | 12/2022 |
| Weitz Securities, Inc | Omaha | NE | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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