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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockcross | Omaha | NE | 03/2014 | 02/2017 |
| Cwm, Llc | Omaha | NE | 02/2017 | 02/2022 |
| Cetera Advisors Networks, Llc | El Segundo | CA | 04/2017 | 02/2022 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 03/2022 | Present |
| Brinker Capital Securities | Berwyn | PA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-03 |
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