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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Soccer | Omaha | NE | 11/2015 | 12/2023 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 02/2016 | Present |
| Orion Advisor Technology | Omaha | NE | 02/2016 | Present |
1 - Grassroots Soccer Official in state of NE as part of US Soccer Federation Start date: 04/2015 Soccer official Not investment related 30-45 hours per month Not compensated 2 - American Outlaws Omaha Chapter State date: 10/15/2015 President, organization is designed to elevate the supporter experience for fans of the US Soccer men's and women's national teams in all competitions/levels Not investment related .2 hours per month Not compensated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-11 |
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