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Danielle Lynn Ruiz- Vela

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 2023-05-15
  • NE RA
    APPROVED
    Since 2023-05-15

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
Pacific Life Newport Beach CA 04/2003 01/2018
Neaumix Fit Irvine CA 04/2018 10/2020
Sutton Pierce San Francisco CA 03/2020 04/2022
Brinker Capital Securities Berwyn PA 06/2022 Present
Orion Portfolio Solutions Omaha NE 06/2022 Present
United Health Care Costa Mesa CA 10/2019 03/2022
  • 04/2003 → 01/2018
    Pacific Life
    Newport Beach, CA
  • 04/2018 → 10/2020
    Neaumix Fit
    Irvine, CA
  • 03/2020 → 04/2022
    Sutton Pierce
    San Francisco, CA
  • 06/2022 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 06/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2019 → 03/2022
    United Health Care
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-12
  • S66 Uniform Combined State Law Examination
    2023-05-12

View on SEC IAPD

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