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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments Inc | Wichita | KS | 08/2001 | 09/2017 |
| Aegis Group Llc | Wichita | KS | 10/2018 | 06/2019 |
| Orion Portfolio Solutions | Omaha | NE | 06/2019 | Present |
| Unemployed | Wichita | KS | 09/2017 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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