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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-13 |
Branch Locations
1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 11/2010 | 05/2022 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 09/2023 |
| Brinker Capital Securities | Berwyn | PA | 05/2022 | 09/2023 |
| Brinker Capital Securities | Berwyn | PA | 09/2023 | Present |
| Destinations Funds Trust | Berwyn | PA | 09/2023 | Present |
| Orion Portfolio Solutions | Omaha | NE | 09/2023 | Present |
Lansdale Catholic High School; not investment related; 700 Lansdale Ave, Lansdale, PA 19446; Head Baseball Coach; seasonal; 35-40 hours a month (March-May).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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