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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex | Denver | CO | 08/2016 | 04/2019 |
| Paychex Securities Corporation | Denver | CO | 08/2016 | 04/2019 |
| Equity Advisor Solutions | Denver | CO | 04/2019 | 07/2023 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | Present |
| Orion Portfolio Solutions | Omaha | NE | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-08 |
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