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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-17 |
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 Securities | Berwyn | PA | 12/2004 | Present |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | Present |
ACTG Holdings L.L.C.; investment related; 1123 Scheer Way Collegeville, PA 19426; LLC created for asset protection to hold real estate properties; Joint Owner; started 2/27/2020; approx 5 hours per month on off business hours; 0 hours during securities and trading hours.
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