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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 06/2016 | 12/2021 |
| Orion Advisor Solutions | Berywyn | PA | 01/2022 | 08/2022 |
| Unemployed | Phoenixville | PA | 09/2022 | 12/2022 |
| Wealthcare Advisory Partners D/B/A Secure Planning Group, Llc | Horsham | PA | 01/2023 | 07/2023 |
| Wealthcare Advisory Partners D/B/A Secure Planning Group, Llc | Exton | PA | 08/2023 | 12/2025 |
| Lpl Financial | Horsham | PA | 01/2023 | 12/2025 |
| Orion Portfolio Solutions | Omaha | NE | 12/2025 | Present |
| Brinker Capital Securities | Berwyn | PA | 12/2025 | Present |
10/25/2023 - Coastal Insurance Consulting, LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/20/2023 - 20 Hrs/Mo; 10 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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