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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NE | RA | APPROVED | 2024-10-23 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
750 B Street, Suite 1610, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Advisory, Llc | San Diego | CA | 09/2017 | 10/2024 |
| Julie Haidao Insurance Agency | Chula Vista | CA | 01/2016 | 08/2017 |
| Avior Wealth Management | Omaha | NE | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-25 |
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