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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

Branch Locations

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States

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
Brinker Capital Berwyn PA 01/2014 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 01/2014 → Present
    Brinker Capital
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Other Businesses

HART & ASSOCIATES STAGING AND DESIGN LLC. - THIS IS A HOME STAGING AND INTERIOR DESIGN BUSINESS. - 520 MEADOWBROOK CIRCLE, WAYNE, PA 19087 - CO-OWNER ALONG WITH MY SPOUSE, BOOKKEEPING: SENDING OUT INVOICES AND APPLYING PAYMENTS. - 5 HOURS PER MONTH, 0 DURING TRADING HOURS _______________________________________ NAME OF BUSINESS: DESCENDANTS OIL & GAS, LLC ADDRESS: C/O RAY BYRD, THE MAXWELL CENTRE, 32-20TH STREET - SUITE 500, WHEELING, WV 26003 TYPE OF BUSINESS: FAMILY LLC TO EXCERSISE MINERAL,OIL &NATURAL GAS RIGHTS IN WV START: 6/25/2010 NUMBER OF HRS/MO: 0 TITLE/DUTIES: 10% OWNER / NO RESPONSIBILITIES ___________________________________________ OBA-Middle Creek Oil & Gas Address: Middle Creek Oil & Gas LLC, 32-20th Street, Suite 500, Wheeling WV 26003 Type of Business: Passive minority owner (10%). LLC formed in July 2016 to exercise mineral, oil and natural gas rights in West Virginia. Number of Hours: .05 hours per month/0 during trading hours Title/Duties: Passive Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-04
S63 Uniform Securities Agent State Law Examination 1997-08-28
  • S66 Uniform Combined State Law Examination
    2000-11-04
  • S63 Uniform Securities Agent State Law Examination
    1997-08-28

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