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Current Employers
Weitz Investment Management, Inc.

3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-23
  • NE RA
    APPROVED
    Since 2023-01-23

Branch Locations

3555 Farnam Street Suite 800, Omaha, NE 68131-3312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2015 → 11/2016
    Montage Investments
    Leawood, KS
  • 07/2015 → 06/2017
    Montage Securities
    Leawood, KS
  • 11/2016 → 12/2022
    Tortoise Investment Partners, Llc
    Leawood, KS
  • 07/2017 → 12/2022
    Tortoise Securities
    Leawood, KS
  • 12/2022 → Present
    Weitz Securities, Inc
    Omaha, NE
Previous Registrations
  • 2016-11-17 → 2023-01-03
    Tortoiseecofin Investments Partners, Llc
    Leawood, KS
    Overland Park, KS
  • 2015-08-05 → 2016-11-17
    Montage Investments, Llc
    Leawood, KS
  • 2007-02-07 → 2008-05-30
    Topeka, KS
    Prairie Village, KS
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-24
S63 Uniform Securities Agent State Law Examination 2005-10-28
  • S66 Uniform Combined State Law Examination
    2007-01-24
  • S63 Uniform Securities Agent State Law Examination
    2005-10-28

View on SEC IAPD

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