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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 06/2026 | Present |
| Tributary Capital Management | Omaha | NE | 07/2023 | 06/2026 |
| Ts Bank | Council Bluffs | IA | 03/2017 | 06/2023 |
| Applied Underwriters | Omaha | NE | 11/2015 | 03/2017 |
| Orion Portfolio Solutions | Omaha | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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