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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 Portfolio Solutions | Omaha | NE | 08/2022 | Present |
| Dillards Incorporated | Sanford | FL | 07/2015 | 12/2017 |
| Nuview Trust Company | Longwood | FL | 12/2017 | 02/2020 |
| Self Employed- Joseph Eplite | Sanford | FL | 02/2020 | 08/2022 |
| Newport Group | Lake Mary | FL | 12/2021 | 01/2022 |
| Seminole State College | Sanford | FL | 07/2015 | 01/2018 |
| University Of Central Florida | Orlando | FL | 01/2018 | 12/2020 |
Door Dash Delivery Driver Compensated Not investment related 5 hours per month not during trading hours Start date 6.29.2024 Zetten Ventures LLC Food truck 20 hours a month Not investment related Compensated UBER TECHNOLOGIES UBER DRIVER START DATE 1.25.2023 20 HOURS PER MONTH NOT INVESTMENT RELATED COMPENSATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-05 |
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