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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Techology | Omaha | NE | 07/2020 | Present |
| Orion Portfolio Solutions | Omaha | NE | 07/2020 | Present |
| Genesis Health Club | Omaha | NE | 02/2019 | 08/2020 |
| Lifetime Fitness | Omaha | NE | 10/2017 | 02/2019 |
| Genesis Health Club | Omaha | NE | 07/2014 | 10/2017 |
Name: Omaha Storm Chasers Investment related: No Address: 12356 Ballpark Way Papillion NE 68046 Nature: Minor League Baseball Team Position: Security Title or relationship: Security Start date: 3/28/2026 No. of hrs / month: 30-40 No. of hrs / month during trading hrs: 0 Brief description: Security at front gate for the Omaha Storm Chasers at Werner Park.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-02 |
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