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500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-22 |
| VA | RA | APPROVED | 2018-03-22 |
Branch Locations
1430 Spring Hill Road #320, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Investment Advisors, Llc | Mclean | VA | 01/2009 | 03/2018 |
| Dimeo Schneider & Associates Llc | Chicago | IL | 03/2018 | Present |
1.Wakefield Manor Farm, LLC, investment related, 40 Wakefield Manor Lane, Huntly, VA 22640. Family farm, Chief Financial Officer (non-shareholder, non-voting officer). Start Date: April 1998. Approximately 1 hour per month devoted to this busines, 0 during securities trading hours. Duties include: prepare annual tax return and distribute K-1 statements to shareholders. 2. Phi Kappa Tau Educational Foundation, investment related. 5221 Morning Sun Road, Oxford, OH 45056.Educational foundation,Trustee. Start date: April 2008. Approximately 2 hours/month devoted to this business, 0 during securities trading hours.Duties include: serve on Finance Committee, which reviews foundation investments with investment managers, and reviews (but does not approve) the annual budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-11 |
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