David Joseph Ricchini

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2026-04-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Td Ameritrade	Omaha	NE	08/2017	12/2019
Eagle Run Golf Course / Midwest Golf Operation	Omaha	NE	06/2017	12/2018
University Of Nebraska At Omaha	Omaha	NE	10/2016	05/2018
Pizza West	Omaha	NE	08/2016	10/2016
Fairacres Lawncare	Omaha	NE	06/2010	12/2019
Millard North High School, Metro Community College, Uno	Omaha	NE	05/2008	05/2018
Orion Portfolio Solutions	Omaha	NE	12/2019	01/2023
Brinker Capital Securities	Berwyn	PA	11/2021	01/2023
Wealthplan Investment Management, Llc	Omaha	NE	01/2023	12/2023
Apollon Wealth Management, Llc	Charleston	SC	01/2024	04/2026
Iams Wealth Management	Omaha	NE	04/2026	Present

08/2017 → 12/2019

Td Ameritrade

Omaha, NE
06/2017 → 12/2018

Eagle Run Golf Course / Midwest Golf Operation

Omaha, NE
10/2016 → 05/2018

University Of Nebraska At Omaha

Omaha, NE
08/2016 → 10/2016

Pizza West

Omaha, NE
06/2010 → 12/2019

Fairacres Lawncare

Omaha, NE
05/2008 → 05/2018

Millard North High School, Metro Community College, Uno

Omaha, NE
12/2019 → 01/2023

Orion Portfolio Solutions

Omaha, NE
11/2021 → 01/2023

Brinker Capital Securities

Berwyn, PA
01/2023 → 12/2023

Wealthplan Investment Management, Llc

Omaha, NE
01/2024 → 04/2026

Apollon Wealth Management, Llc

Charleston, SC
04/2026 → Present

Iams Wealth Management

Omaha, NE

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-07
S63	Uniform Securities Agent State Law Examination	2018-08-30