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Malcolm Kirk Leslie

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 2026-04-01
  • NE RA
    APPROVED
    Since 2026-04-01

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 06/2016 04/2023
Janus Henderson Investors Us Llc Denver CO 07/2023 02/2026
Janus Henderson Distributors Us Llc Denver CO 07/2023 02/2026
Unemployed Castle Rock CO 05/2023 06/2023
Orion Portfolio Solutions, Llc Omaha NE 03/2026 Present
Brinker Capital Securities, Llc Berwyn PA 03/2026 Present
  • 06/2016 → 04/2023
    Envestnet Asset Management
    Chicago, IL
  • 07/2023 → 02/2026
    Janus Henderson Investors Us Llc
    Denver, CO
  • 07/2023 → 02/2026
    Janus Henderson Distributors Us Llc
    Denver, CO
  • 05/2023 → 06/2023
    Unemployed
    Castle Rock, CO
  • 03/2026 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 03/2026 → Present
    Brinker Capital Securities, Llc
    Berwyn, PA
Previous Registrations
  • 2019-02-19 → 2023-06-09
    Envestnet Pmc
    Castle Rock, CO
    Berwyn, PA
  • 2010-07-26 → 2014-08-05
    Advisors Asset Management, Inc.
    Monument, CO
  • 2008-03-28 → 2010-07-16
    Curian Capital, Llc
    Denver, CO
  • 2005-06-30 → 2007-12-31
    Curian Capital, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-27
S65 Uniform Investment Adviser Law Examination 2019-02-19
S66 Uniform Combined State Law Examination 2005-06-29
  • S63 Uniform Securities Agent State Law Examination
    2023-10-27
  • S65 Uniform Investment Adviser Law Examination
    2019-02-19
  • S66 Uniform Combined State Law Examination
    2005-06-29
Other Names
  • M Kirk Leslie
  • Malcolm Kirk Leslie
  • Malcolm Kirk Leslie
  • Kirk Malcolm Leslie
  • Kirk Leslie

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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