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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 10/2021 | 10/2022 |
| Chick-Fil-A Creekwood | Bradenton | FL | 05/2016 | 12/2020 |
| Chick-Fil-A In South Lakeland | Lakeland | FL | 08/2018 | 08/2021 |
| Bradenton Christian School | Bradenton | FL | 08/2015 | 05/2018 |
| Chick Fil A Waters Ave | Tampa | FL | 10/2022 | 02/2023 |
| Target | Tampa | FL | 10/2022 | 02/2023 |
| Extended Travel | Bradenton | FL | 02/2023 | 07/2023 |
| Orion Portfolio Solutions | Omaha | NE | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
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