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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wealth Planning, Llc | Cincinnati | OH | 02/2025 | 03/2026 |
| First Financial Bank | West Chester | OH | 12/2022 | 02/2025 |
| Moon Ripple Media | Cincinnati | OH | 09/2021 | 06/2023 |
| Miami University | Oxford | OH | 08/2018 | 05/2022 |
| Keybank | Toledo | OH | 05/2021 | 08/2021 |
| Student | Loveland | OH | 01/2014 | 05/2018 |
| Carson Wealth | Cincinnati | OH | 11/2025 | 03/2026 |
| Cwm, Llc | Omaha | NE | 11/2025 | 03/2026 |
| Orion Portfolio Solutions | Omaha | NE | 06/2026 | Present |
| Orion Portfolio Solutions | Omaha | NE | 06/2026 | Present |
| Unemployed | Fairfield | OH | 04/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
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