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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 09/2023 | 05/2024 |
| Nudy's Cafe | Conshohocken | PA | 01/2024 | 11/2024 |
| Integrity Construction | Wenonah | NJ | 12/2022 | 12/2023 |
| Home Genius Exteriors | Bala Cynwood | PA | 01/2021 | 09/2022 |
| Sean Anderson Construction Llc | Westville | NJ | 06/2019 | 01/2021 |
| Temple University | Philidelphia | PA | 09/2018 | 05/2023 |
| West Deptford Highschool | West Deptford | NJ | 01/2014 | 06/2018 |
| Orion Portfolio Solutions | Omaha | NE | 07/2025 | Present |
| Envestnet Inc. | Berwyn | PA | 08/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
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