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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 11/2022 | Present |
| Gavilon | Omaha | NE | 10/2021 | 11/2022 |
| Access Bank | La Vista | NE | 08/2021 | 10/2021 |
| Peoples Bank | Hawarden | IA | 05/2016 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
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