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Stewart Adam Martin

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
NE RA APPROVED 2026-02-11
  • NE RA
    APPROVED
    Since 2026-02-11

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ngam Distribution L.P. Boston MA 01/2012 07/2023
Orion Portfolio Solutions Omaha NE 07/2024 Present
Brinker Capital Securities Philadelphia PA 07/2024 Present
Unemployed Lafayette CA 07/2023 07/2024
  • 01/2012 → 07/2023
    Ngam Distribution L.P.
    Boston, MA
  • 07/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 07/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
  • 07/2023 → 07/2024
    Unemployed
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2000-12-04
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2000-12-04

View on SEC IAPD

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