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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townsquare Capital | Provo | UT | 01/2020 | 07/2022 |
| The Norden Group | Provo | UT | 03/2019 | 01/2020 |
| Peg Companies | Provo | UT | 07/2017 | 03/2019 |
| Nu Skin | Provo | UT | 01/2017 | 12/2017 |
| Deseret Book | Provo | UT | 09/2016 | 12/2016 |
| Orion Portfolio Solutions | Omaha | NE | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
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