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Papillion, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Services, Llc | Omaha | NE | 08/2010 | Present |
| Wealthmark, Inc. | Papillion | NE | 03/2016 | Present |
2010-Present: Orion Advisor Services, LLC/Not Investment Related/Omaha, NE/Portfolio Accounting Solution Provider/Director of Implementations/Involves up to 75% time during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-24 |
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