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Daniel Christopher Gorman

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
Envestnet Asset Management Chicago IL 11/2014 04/2023
Uber Chicago IL 07/2016 09/2016
Nordstrom Chicago IL 11/2021 12/2021
Halo Investing Chicago IL 04/2023 10/2023
Sentinus Llc Chicago IL 06/2023 08/2023
Halo Investment Services, Llc Chicago IL 08/2023 10/2023
Orion Portfolio Solutions Omaha NE 10/2023 Present
Brinker Capital Securities Philadelphia PA 10/2023 Present
  • 11/2014 → 04/2023
    Envestnet Asset Management
    Chicago, IL
  • 07/2016 → 09/2016
    Uber
    Chicago, IL
  • 11/2021 → 12/2021
    Nordstrom
    Chicago, IL
  • 04/2023 → 10/2023
    Halo Investing
    Chicago, IL
  • 06/2023 → 08/2023
    Sentinus Llc
    Chicago, IL
  • 08/2023 → 10/2023
    Halo Investment Services, Llc
    Chicago, IL
  • 10/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2023 → Present
    Brinker Capital Securities
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-31
S65 Uniform Investment Adviser Law Examination 2014-04-30
  • S63 Uniform Securities Agent State Law Examination
    2023-05-31
  • S65 Uniform Investment Adviser Law Examination
    2014-04-30
Other Names
  • Daniel Christopher Gorman
  • Daniel Christopher Gorman

View on SEC IAPD

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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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