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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 11/2024 |
| The Fastenal Company | Reading | PA | 08/2021 | 05/2022 |
| Bet Investments | Kutztown | PA | 09/2018 | 01/2019 |
| Pennsylvania Army National Guard | Harrisburg | PA | 08/2021 | Present |
| Penn State | State College | PA | 08/2019 | 05/2021 |
| Kutztown University | Kutztown | PA | 08/2015 | 05/2019 |
| Unemployed | Birdsboro | PA | 05/2019 | 08/2019 |
| Orion Portfolio Solutions | Berwyn | PA | 04/2026 | Present |
| Brinker Capital Securities | Berwyn | PA | 05/2026 | Present |
| Sei | Oaks | PA | 12/2024 | 04/2026 |
| Unemployed | Birdsboro | PA | 05/2021 | 08/2021 |
NAME OF BUSINESS: Pennsylvania Army National Guard NON-INVESTMENT RELATED: Yes ADDRESS: Wiley Rd Jonestown, PA 17038 NATURE OF BUSINESS: Military POSITION: Officer Candidate (09S) START DATE: 8/30/2021 APPROX. HOURS/MONTH: 24 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Part-time student
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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