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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management | Addison | TX | 10/2014 | 07/2017 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 05/2024 | Present |
| Ron Pruitt Consulting | Dallas | TX | 08/2017 | 03/2019 |
| Solovis | Dallas | TX | 03/2019 | 01/2021 |
| Solovis | Dallas | TX | 01/2021 | 01/2022 |
| Evestment Alliance | Dallas | TX | 02/2022 | 12/2023 |
| Nasdaq Analytics | Dallas | TX | 02/2022 | 12/2023 |
| Ron Pruitt Consulting | Dallas | TX | 01/2024 | 04/2024 |
Rental Property; No; Private Residence; Rental Property in Oklahoma; Owner; Owner; July 2021; 1; 0; Interact with property manager as needed. The property is professionally managed and unless an escalation arises I am not actively engaged in managing this property. Ron Pruitt Consulting; No; Private Personal Residence; Business consulting as a sole proprietor; Owner; Owner; August 2017; 1; 1; General management, product strategy, roadmap and economics, investment oversight, market rationalization, investment management oversight, money management product distribution and M&A advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-23 |
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