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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
| NE | RA | APPROVED | 2023-09-06 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Omaha | NE | 04/2023 | Present |
| Wealthplan Group | Omaha | NE | 06/2022 | 03/2023 |
| Midamerican Energy Company | Des Moines | IA | 03/2021 | 06/2022 |
| Mutual Of Omaha | Omaha | NE | 06/2020 | 08/2020 |
| Ameritas Life Insurance Company | Lincoln | NE | 05/2019 | 05/2020 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2017 | 12/2020 |
| Iowa Western Community College | Council Bluffs | IA | 08/2016 | 05/2017 |
| Midlands Contracting | Kearney | NE | 06/2017 | 06/2017 |
| Unemployed | Omaha | NE | 12/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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