Matthew Orian

Current Employers

Employment History

• 08/2016 → 09/2018
  Td Ameritrade
  Omaha, NE
• 09/2018 → 11/2021
  Pacific Life Insurance Company
  Omaha, NE
• 09/2018 → 11/2021
  Pacific Select Distributors, Llc
  Newport Beach, CA
• 11/2021 → 12/2022
  Bancwest Investment Services, Inc.
  Lincoln, NE
• 11/2021 → 12/2022
  Bank Of The West
  Lincoln, NE
• 12/2022 → Present
  Wells Fargo Clearing Services, Llc
  Omaha, NE

Previous Registrations

• 2022-03-28 → 2022-12-13
  Bancwest Investment Services, Inc.
  Lincoln, NE
  Lincoln, NE
  Lincoln, NE
• 2016-08-18 → 2018-09-07
  Td Ameritrade, Inc.
  Omaha, NE
• 2016-08-08 → 2018-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2015-05-13 → 2016-08-03
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
• 2013-06-11 → 2015-03-04
  Waddell & Reed
  Savage, MN

Other Businesses

CHRISTIAN RECORD SERVICES, INC; NOT INV. RELATED; LINCOLN,NE; BOARD MEMBER; START DATE 06/20/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO HEAR REPORTS ON HOW SERVICES ARE BEING DEPLOYED TO THE VISUALLY IMPAIRED, HEAR REPORTS ON MONEY MANAGERS OR CHANGING OF ASSET ALLOCATION, AND VOTING TO APPROVE ANY CHANGES FOR MONEY MANAGERS OR ASSET ALLOCATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-24
• S66 Uniform Combined State Law Examination
  2013-06-04
• S63 Uniform Securities Agent State Law Examination
  2000-08-24