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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2017 | 12/2019 |
| Kosama | Omaha | NE | 06/2011 | 12/2019 |
| Titan Medical | Omaha | NE | 10/2016 | 01/2017 |
| Air National Guard | Lincoln | NE | 03/2016 | 12/2019 |
| Fidelity Brokerage Services Llc | Omaha | NE | 12/2019 | 07/2020 |
| Td Ameritrade | Omaha | NE | 07/2020 | 10/2020 |
| Lifetime Fitness | Omaha | NE | 01/2021 | 07/2021 |
| Orion Advisor Technology | Omaha | NE | 07/2021 | Present |
| Orion Portfolio Solutions | Omaha | NE | 07/2021 | Present |
| Brinker Capital Securities | Berwyn | PA | 01/2022 | Present |
VASA Fitness Trainer 12 hours per month not during trading hours not investment related compensated start date 7.1.2024 The Exercise Coach Trainer 40 hours per month not during trading hours not investment related compensated start date 7.10.2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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