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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bass Pro Shops | Northfield | CO | 06/2016 | 04/2018 |
| Rooter Town Plumbing | Aurora | CO | 03/2017 | 03/2018 |
| Sei Investments | Oaks | PA | 06/2018 | 10/2019 |
| Sei Investments Management Corporation | Oaks | PA | 10/2019 | 01/2025 |
| Assetmark Financial Holdings, Inc | Firestone | CO | 01/2025 | 06/2025 |
| Assetmark Brokerage, Llc | Firestone | CO | 02/2025 | 06/2025 |
| Orion Portfolios Solutions | Omaha | NE | 06/2025 | Present |
| Brinker Capital Securities | Philadelphia | PA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-04 |
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