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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | San Diego | CA | 08/2016 | 08/2021 |
| Charles Schwab & Co., Inc. | San Diego | CA | 07/2021 | 09/2021 |
| Lpl Financial Llc | Coronado | CA | 09/2021 | 05/2023 |
| Orion Portfolio Solutions | Omaha | NE | 01/2025 | Present |
| Brinker Capital Securities | Philadelphia | PA | 01/2025 | Present |
| Unemployed | Coronado | CA | 05/2023 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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