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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-26 |
Branch Locations
17605 Wright St, Omaha, NE 68130 • United States
1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 02/2005 | Present |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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