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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 06/2016 | 07/2021 |
| Prysmian Group | Highland Heights | KY | 08/2021 | 09/2022 |
| Western & Southern Financial Group | Cincinnati | OH | 09/2022 | 09/2024 |
| Us Bank | Lawrenceburg | IN | 10/2024 | 04/2025 |
| Orion Portfolio Solutions | Omaha | NE | 04/2025 | Present |
| Brinker Capital Securities | Berwyn | PA | 04/2025 | Present |
Lyft Driver Yes Compensated No hours within market hours Non investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-23 |
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