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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-21 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | Los Angeles | CA | 07/2015 | 10/2022 |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 11/2016 | 07/2023 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 07/2023 | 07/2024 |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 07/2023 | 07/2024 |
| Desert Financial Wealth Management | Phoenix | AZ | 07/2023 | 07/2024 |
| Desert Financial Credit Union | Phoenix | AZ | 07/2023 | 07/2024 |
| Orion Portfolio Solutions, Llc | Scottsdale | AZ | 07/2026 | Present |
| Brinker Capital Securities | Scottsdale | AZ | 07/2026 | Present |
| Morningstar | Scottsdale | AZ | 07/2024 | 11/2025 |
| Unemployed | Scottsdale | AZ | 11/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-30 |
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