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Emanuel David Marshall

Orion Portfolio Solutions, LLC

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-09
  • PA RA
    APPROVED
    Since 2024-10-09

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Cincinnati OH 08/1993 08/2017
Unemployed Cincinnati OH 08/2017 01/2018
Stancorp Equities, Inc. Cincinnati OH 01/2018 02/2019
Stancorp Investment Advisers, Inc. Cincinnati OH 01/2018 02/2019
Standard Retirement Services, Inc. Cincinnati OH 01/2018 02/2019
Unemployed Cincinnati OH 02/2019 08/2019
Orion Portfolio Solutions, Llc Omaha NE 08/2019 Present
  • 08/1993 → 08/2017
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 08/2017 → 01/2018
    Unemployed
    Cincinnati, OH
  • 01/2018 → 02/2019
    Stancorp Equities, Inc.
    Cincinnati, OH
  • 01/2018 → 02/2019
    Stancorp Investment Advisers, Inc.
    Cincinnati, OH
  • 01/2018 → 02/2019
    Standard Retirement Services, Inc.
    Cincinnati, OH
  • 02/2019 → 08/2019
    Unemployed
    Cincinnati, OH
  • 08/2019 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-12
S63 Uniform Securities Agent State Law Examination 1993-10-11
  • S66 Uniform Combined State Law Examination
    2008-05-12
  • S63 Uniform Securities Agent State Law Examination
    1993-10-11

View on SEC IAPD

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