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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Creek Golf Club | Lake Nona | FL | 11/2016 | 04/2017 |
| Western And Southern Life | Maitland | FL | 06/2016 | 10/2016 |
| Pressure Free Services, Llc | Oviedo | FL | 01/2015 | 08/2019 |
| International Assets Advisory, Llc | Orlando | FL | 04/2017 | 10/2018 |
| Jasper Contractors | Lake Mary | FL | 02/2019 | 10/2019 |
| Cnl Securities Corporation | Orlando | FL | 12/2019 | 11/2022 |
| Seminole Facilities Maintenance | Oviedo | FL | 10/2019 | 11/2019 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | Present |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2023 | Present |
| Triton Pacific Securities | Irvine | CA | 12/2022 | 07/2023 |
Aylos Holdings, LLC, Owner Not investment related Watch Trading - purchase and resale of luxury watches Start Date: 1.2026 12 hours per month outside trading hours Potential compensation / profit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-30 |
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