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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 07/2022 | 12/2024 |
| Susquehanna University | Selinsgrove | PA | 08/2018 | 05/2022 |
| West Deptford High School | West Deptford | NJ | 08/2014 | 06/2018 |
| Orion Portfolio Solutions | Omaha | NE | 12/2024 | Present |
| Brinker Capital Securities | Berwyn | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
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