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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 08/2023 | Present |
| Renaissance Financial | Omaha | NE | 06/2023 | 08/2023 |
| Nelnet, Inc. | Lincoln | NE | 07/2022 | 06/2023 |
| Cargill, Inc | Lincoln | NE | 05/2022 | 07/2022 |
| University Of Nebraska-Lincoln | Lincoln | NE | 01/2022 | 05/2022 |
| Tequila Harry's Mexican Restaurant | Overland Park | KS | 05/2020 | 01/2022 |
| Dial Senior Living | Overland Park | KS | 06/2018 | 05/2020 |
| Saint Thomas Aquinas High School | Overland Park | KS | 08/2017 | 06/2018 |
| Blue Valley Recreation | Overland Park | KS | 05/2017 | 08/2017 |
| Saint Thomas Aquinas High School | Overland Park | KS | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-18 |
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