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Timothy Arthur Holland

Orion Portfolio Solutions, LLC

Berwyn, PA

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-24
  • PA RA
    APPROVED
    Since 2023-01-24

Branch Locations

1055 Westlakes Dr # 250, Berwyn, PA 19312 • United States

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
Pictet Asset Management London 08/2016 12/2016
Brinker Capital Investments Berwyn PA 03/2017 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 08/2016 → 12/2016
    Pictet Asset Management
    London
  • 03/2017 → Present
    Brinker Capital Investments
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-07 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2017-03-31 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
  • 2012-02-09 → 2016-03-21
    Tamro Capital Partners Llc
    Alexandria, VA
Designations

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
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GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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