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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | Omaha | NE | 09/2019 | Present |
| Orion Advisor Services, Llc | Omaha | NE | 07/2008 | 09/2019 |
the name - Creative Krumb LLC the address - 616 S 157th Avenue Circle, Omaha, NE 68118 position, title, or relationship with the other business - 49% Managing Member the approximate number of hours/month you devote to the other business - 15-20 hours duties - manage technology and accounting ot investment related ?the nature of the other business - bakery the start date - 3/23/2020 the number of hours you devote to the other business during securities trading hours - 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
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