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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Etf Global | New York | NY | 07/2012 | 07/2018 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2018 | Present |
| Orion Advisor Technology, Llc | Omaha | NE | 07/2018 | Present |
Koyfin, Consultant, Miami, FL www.koyfin.com An analytical/charting platform. Product consulting on product org and validation of performance attribution models. Build quantitative methods for calculation performance attribution. 15-20 hours per month outside of trading hours Not investment related Compensated Start Date: 1.2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
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