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816 S. 169Th Street, Omaha, NE 68118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Technology, Llc | Omaha | NE | 12/2019 | 05/2022 |
| Beacon Hills Restaurant | Omaha | NE | 06/2019 | 05/2022 |
| Steaks And Grapes Restaurant | Omaha | NE | 03/2019 | 06/2019 |
| Tavern 180 Restaurant | Omaha | NE | 12/2018 | 03/2019 |
| Stogies Cigar Bar | Lincoln | NE | 08/2017 | 12/2019 |
| Us Marine Corps | Camp Pendleton | CA | 08/2013 | 07/2017 |
| Orion Portfolio Solutions | Omaha | NE | 10/2023 | 02/2024 |
| Bank Of The West | Omaha | NE | 05/2022 | 09/2023 |
| Bazis Private Wealth, Llc | Omaha | NE | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-20 |
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