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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
| AZ | RA | APPROVED | 2017-03-14 |
| TX | RA | APPROVED_RES | 2012-03-19 |
| NE | RA | APPROVED | 2010-04-23 |
Branch Locations
13625 California Street Suite 400, Omaha, NE 68154 • United States
Paradise Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Omah | NE | 04/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Jewish Federation of Omaha foundation; Investment related; Omaha, NE; Board Member of Jewish Federation of Omaha; Member of investment committee; Start date: 06/2010; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-05 |
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