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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions | Omaha | NE | 06/2018 | Present |
| Orion Portfolio Solutions | Omaha | NE | 06/2018 | Present |
| Facts Nelnet Business Solutions | Lincoln | NE | 10/2016 | 06/2018 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-09 |
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