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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
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Louisville | KY | 03/2016 | 04/2017 |
| Mml Investors Services, Llc | Louisville | KY | 03/2017 | 04/2017 |
| Portsmouth Financial | San Francisco | CA | 04/2017 | 01/2020 |
| Aira Retirement | Louisville | KY | 04/2017 | 08/2020 |
| Ef Legacy Securities, Llc | Louisville | KY | 01/2020 | 08/2020 |
| Orion Advisor Technology | Omaha | NE | 05/2021 | Present |
| Orion Portfolio Solutions | Omaha | NE | 05/2021 | Present |
| Unemployed | Louisville | KY | 08/2020 | 05/2021 |
| Brinker Capital Securities | Berwyn | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-01 |
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