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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-27 |
Branch Locations
17605 Wright St, Omaha, NE 68130 • United States
1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 09/2015 | Present |
| The Haverford School | Haverford | PA | 08/2004 | Present |
| Orion Portfolio Solutions | Omaha | NE | 11/2022 | Present |
The Haverford School; not investment related; 450 US-30, Haverford, PA 19041; Assistant Swim Coach; Started August 2004; approx. 20 hours per month; None during trading hours; include coaching a high school swim team and preparing practices. Independent Swim Lesson Instructor - 25hrs per month - $80 per hour.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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