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17445 Arbor Street Suite 200, Omaha, NE 68130-4645 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| ND | RA | APPROVED | 2025-05-12 |
| CA | RA | APPROVED | 2025-05-08 |
| IA | RA | APPROVED | 2025-05-08 |
| MS | RA | APPROVED | 2025-05-08 |
| MO | RA | APPROVED | 2025-05-08 |
| OH | RA | APPROVED | 2025-05-08 |
| OK | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED_RES | 2023-04-18 |
| NE | RA | APPROVED | 2023-04-10 |
Branch Locations
17445 Arbor Street Suite 200, Omaha, NE 68130-4645 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions, Llc | Omaha | NE | 01/2020 | 01/2021 |
| Russell Speeders Car Wash | Omaha | NE | 03/2015 | 09/2017 |
| Wells Fargo Bank | Omaha | NE | 10/2017 | 09/2019 |
| Signet Jewelers | Omaha | NE | 10/2019 | 12/2019 |
| University Of Nebraska | Omaha | NE | 08/2016 | 12/2021 |
| Blackman And Associates, P.C. | Omaha | NE | 08/2021 | Present |
| Fairway Asset Management, Llc | Omaha | NE | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
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