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William Dixon

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 2026-05-05
  • NE RA
    APPROVED
    Since 2026-05-05

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
Wells Fargo Salt Lake City UT 06/2013 02/2024
Connexionpoint Sandy City UT 07/2016 01/2025
New York Life Los Angeles CA 02/2024 08/2024
Convergys Taylorsville UT 06/2018 09/2019
Nylife Securities Llc Los Angeles CA 03/2024 08/2024
Orion Portfolio Solutions Lehi UT 03/2026 Present
Brinker Capital Securities Lehi UT 04/2026 Present
Social Finance Cottonwood Heights UT 01/2025 01/2026
  • 06/2013 → 02/2024
    Wells Fargo
    Salt Lake City, UT
  • 07/2016 → 01/2025
    Connexionpoint
    Sandy City, UT
  • 02/2024 → 08/2024
    New York Life
    Los Angeles, CA
  • 06/2018 → 09/2019
    Convergys
    Taylorsville, UT
  • 03/2024 → 08/2024
    Nylife Securities Llc
    Los Angeles, CA
  • 03/2026 → Present
    Orion Portfolio Solutions
    Lehi, UT
  • 04/2026 → Present
    Brinker Capital Securities
    Lehi, UT
  • 01/2025 → 01/2026
    Social Finance
    Cottonwood Heights, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
S63 Uniform Securities Agent State Law Examination 2025-06-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21
  • S63 Uniform Securities Agent State Law Examination
    2025-06-28
Other Names
  • William Charles Dixon
  • William C Dixon

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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