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Elk Ridge Financial Services CRD 309131
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Omaha, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cls Investments, Llc | Omaha | NE | 04/2010 | 04/2020 |
| Northern Lights Distributors, Llc | Omaha | NE | 07/2010 | 12/2019 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 03/2019 | 04/2020 |
| Elk Ridge Financial Services | Elkhorn | NE | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-02 |
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