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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 09/2013 | Present |
Uber Eats / Independent Contractor Not Investment Related Start Date: August 2022 15 hours / month outside trading hours Compensated Independent Contractor / Youth Basketball Official Hours vary outside of trading hours Not Investment related Compensated Start Date: 1.1.2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
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