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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions | Omaha | NE | 07/2022 | Present |
| Orion Portfolio Solutions | Omaha | NE | 12/2023 | Present |
| Sandhills Global | Lincoln | NE | 06/2021 | 08/2021 |
| Wisconsin Lutheran College | Milwaukee | WI | 08/2018 | 05/2022 |
| Nebraska Lutheran | Waco | NE | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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