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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 06/2019 | Present |
| The Home Depot | Harrison | OH | 11/2017 | Present |
| Fifth Third Bank | Cincinnati | OH | 12/1994 | 08/2017 |
| Unemployed | Cincinnati | OH | 08/2017 | 11/2017 |
The Home Depot Start Date: 11/2017 Associate works as a sales associate in the hardware department on a part-time basis. Activity is not investment related and generally works 16-20 hours per month. Associate is compensated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-10 |
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