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Brett Charles Leach

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

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
Orion Portfolio Solutions, Llc Omaha NE 06/2012 Present
Brinker Capital Securities Berwyn PA 11/2021 Present
Previous Registrations
  • 2020-01-23 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Geneva, IL
  • 2017-01-05 → 2019-12-31
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Geneva, IL
  • 2007-05-10 → 2011-02-16
    Envestnet Pmc
    Berwyn, PA
  • 2004-04-28 → 2006-03-23
    Cetera Wealth Services, Llc
    Geneva, IL
    St. Charles, IL
    Wheaton, IL
    Crystal Lake, IL
  • 2003-07-11 → 2004-01-23
    Fsc Securities Corporation
    Geneva, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-05
S66 Uniform Combined State Law Examination 2001-05-23
S63 Uniform Securities Agent State Law Examination 1998-05-15
  • S65 Uniform Investment Adviser Law Examination
    2017-01-05
  • S66 Uniform Combined State Law Examination
    2001-05-23
  • S63 Uniform Securities Agent State Law Examination
    1998-05-15

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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