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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-09-18 |
Branch Locations
13305 Birch Dr. Suite 203 2Nd Floor, Omaha, NE 68164 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska | Lincoln | NE | 08/2013 | 05/2017 |
| Unemployed | Lincoln | NE | 05/2017 | 09/2017 |
| Brinker Capital | Omaha | NE | 09/2017 | 01/2022 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Omaha | NE | 09/2023 | Present |
HADDEN WEALTH MANAGEMENT INC. -100%; INV RELATED;OMAHA,NE; INVESTMENT ADVISORY;100% OWNERSHIP; START DATE: 01/01/2027; 40 HRS PER MONTH; 40 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-21 |
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