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Trevor James Noble

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 2024-06-28
  • NE RA
    APPROVED
    Since 2024-06-28

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
Td Ameritrade San Diego CA 10/2016 01/2021
Lpl Financial San Diego CA 12/2014 10/2016
Dimensional Fund Advisors Santa Monica CA 01/2021 10/2023
Sei Investments Oaks PA 10/2023 05/2024
Orion Portfolio Solutions Omaha NE 06/2024 Present
Brinker Capital Securities Philadelphia PA 06/2024 Present
  • 10/2016 → 01/2021
    Td Ameritrade
    San Diego, CA
  • 12/2014 → 10/2016
    Lpl Financial
    San Diego, CA
  • 01/2021 → 10/2023
    Dimensional Fund Advisors
    Santa Monica, CA
  • 10/2023 → 05/2024
    Sei Investments
    Oaks, PA
  • 06/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2017-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2017-01-24

View on SEC IAPD

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Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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