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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 08/2018 |
| Olive Garden Restaurant | Duluth | MN | 09/2012 | 09/2017 |
| University Of Wi - Superior | Superior | WI | 09/2016 | 06/2017 |
| Sacred Heart Music Center | Duluth | MN | 11/2013 | 12/2016 |
| Securian Financial Services Inc | St Paul | MN | 10/2018 | 01/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2018 | 01/2019 |
| Securian Advisors Of The Northwest | Seattle | WA | 10/2018 | 01/2019 |
| Uber Eats | Bothell | WA | 01/2019 | 03/2019 |
| Northshore School District | Woodinville | WA | 02/2019 | 06/2019 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 03/2019 | Present |
| Orion Advisor Technology | Omaha | NE | 03/2019 | Present |
Snohomish School District Start Date: 08/29/2022 Asst Cross Country Running Coach Not investment related Compensated 8 hours per month, non trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-07 |
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