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Avery Chapman Cook

Orion Portfolio Solutions, LLC

Berwyn, PA

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 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

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 Securities Berwyn PA 09/1998 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 09/1998 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-10 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-16 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2006-05-10 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-18
S63 Uniform Securities Agent State Law Examination 1998-03-03
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    1998-03-03

View on SEC IAPD

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