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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Air National Guard | Aurora | CO | 07/2011 | 12/2016 |
| Paychex, Inc | Wooster | OH | 08/2021 | 07/2024 |
| Paychex Securities Corporation | Wooster | OH | 06/2024 | 07/2024 |
| Self Employed | Dallas | TX | 06/2018 | 08/2021 |
| Capital Group - American Funds | San Antonio | TX | 06/2014 | 12/2016 |
| Allied Outdoor Solutions | Dallas | TX | 12/2016 | 06/2018 |
| Orion Advisory Solutions | Omaha | NE | 08/2024 | Present |
Rental Property / Owner Not investment related 1 hour per month outside of trading hours Start Date 1.2026 Compensated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-04 |
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