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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
17605 Wright St, Omaha, NE 68130 • United States
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 |
|---|---|---|---|---|
| Visiting Nurse Group, Inc. | Philadelphia | PA | 09/2016 | 08/2017 |
| Unemployed | Philadelphia | PA | 01/2016 | 09/2016 |
| Lincoln Financial Securities Corporation | Warminster | PA | 07/2017 | 03/2018 |
| Silver Oak Securities Inc | Jackson | TN | 04/2018 | 05/2022 |
| Apple Leisure Group | Newtown Square | PA | 08/2017 | 02/2019 |
| American Cornerstone Group | Warminster | PA | 07/2017 | 05/2022 |
| Agrofresh Solutions, Inc. | Philadelphia | PA | 02/2019 | 05/2022 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 05/2022 | Present |
| Brinker Capital Securities | Berwyn | PA | 05/2022 | Present |
Owner, babybudgetbasics.com Financial Education / sells PDF tools - budgeting for baby 10 hours per month Not investment related Compensated Start Date 11.2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-09 |
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