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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-12 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Springboro, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions | Omaha | NE | 06/2021 | 05/2025 |
| Orion Portfolio Solutions | Omaha | NE | 06/2021 | 05/2025 |
| Horter Investment Management, Inc | Cincinnati | OH | 10/2018 | 06/2021 |
| Great American Insurance Group | Cincinnati | OH | 02/2016 | 09/2018 |
| Avior Wealth Managtement, Llc | Omaha | NE | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
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