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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-20 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisory Technology, Llc | Omaha | NE | 05/2015 | 08/2025 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 05/2015 | 08/2025 |
| Kingsview Partners Llc | Grants Pass | OR | 08/2025 | Present |
| Kingsview Wealth Management, Llc | Chicago | IL | 08/2025 | Present |
Metro Community College not investment related; 5300 N 30th St, Omaha, NE 68111; Pottery Technician April 1, 2024; 12 hours per month, none during securities trading hours; Provides support to pottery students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-15 |
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