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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 04/2023 | Present |
| Brinker Capital Investments | Berwyn | PA | 04/2023 | Present |
| Pnc Financial Services | Philadelphia | PA | 08/2017 | 03/2023 |
| Yardley Wealth Management | Newtown | PA | 06/2014 | 07/2017 |
Mercor Contractor Training AI models to improve their performance-large language models designed to be highly specialized in different professional fields (law, medicine, finance, human resources, etc). Not investment related Start Date: 9.22.2025 20 hours a month not during securities hours Compensated
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