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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

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
Constellation Trust Company Omaha NE 06/2005 08/2019
Northern Lights Distributors, Llc Omaha NE 06/2005 12/2019
Brinker Capital Securities Omaha NE 10/2015 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 06/2005 → 08/2019
    Constellation Trust Company
    Omaha, NE
  • 06/2005 → 12/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 10/2015 → Present
    Brinker Capital Securities
    Omaha, NE
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-11
  • S66 Uniform Combined State Law Examination
    2002-10-11

View on SEC IAPD

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