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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions | Omaha | NE | 06/2024 | Present |
| Orion Portfolio Solutions | Omaha | NE | 01/2025 | Present |
| Orion Advisor Solutions | Omaha | NE | 10/2019 | 06/2024 |
| Amur Equipment Financing | Grand Island | NE | 04/2019 | 07/2019 |
| Gemini Fund Services | Omaha | NE | 01/2018 | 04/2019 |
| Gemini Fund Services | Omaha | NE | 07/2016 | 01/2018 |
| Gemini Fund Services | Omaha | NE | 06/2013 | 01/2018 |
Uber Drive Start Date: 12.1.2022 Compensated Not investment Related 8 hours per month outside of trading hours Real Estate Agent with Nebraska Realty Start Date: 11.1.2019 Compensated Not investment related 20 hours outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-02 |
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