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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-09-07 |
| TX | RA | APPROVED_RES | 2023-09-05 |
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 01/2015 | 05/2023 |
| Morgan Stanley | Omaha | NE | 08/2023 | Present |
| Uber | Omaha | NE | 05/2023 | 07/2024 |
| Lyft | Omaha | NE | 05/2023 | 07/2024 |
*611966 - Uber; Investment Related - No; San Francisco, California; Automotive/Transportation; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 20; Labor/Service *612527 - Lyft; Investment related: No; San Fransisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
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