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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 05/2026 | Present |
| Orion Portfolio Solutions | Omaha | NE | 05/2026 | Present |
| The Continental Mid-Town | Philadelphia | PA | 07/2024 | 05/2026 |
| Temple University | Philadelphia | PA | 08/2020 | 05/2025 |
| Los Sarapes Chalfont | Chalfont | PA | 05/2022 | 07/2024 |
| Plaza Azteca | King Of Prussis | PA | 08/2019 | 05/2022 |
| Norristown Area High School | Norristown | PA | 06/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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