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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 01/2025 | Present |
| High School | San Mateo | CA | 01/2015 | 08/2018 |
| In-N-Out | Millbrae | CA | 04/2018 | 08/2019 |
| Denali Therapeutics | South San Francisco | CA | 07/2019 | 09/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Louisville | KY | 09/2019 | 10/2021 |
| Danko-Meredith Trial Lawyers | Redwood City | CA | 10/2021 | 05/2022 |
| Mpwr | Pleasanton | CA | 05/2022 | 08/2022 |
| Molen & Associates Tax Accountants | Provo | UT | 08/2022 | 12/2022 |
| Brigham Young University | Provo | UT | 08/2018 | 12/2024 |
| Pathway Centre For Physically And Mentally Handicapped Children | Provo | UT | 05/2023 | 09/2023 |
| Townsquare Capital | Provo | UT | 09/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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