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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | PA | 11/2020 | Present |
| Orion Advisor Technology | Omaha | NE | 11/2020 | Present |
| Sei Investments | Oaks | PA | 01/2017 | 11/2020 |
| Shippensburg University | Shippensburg | PA | 09/2012 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-07 |
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