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Matthew Burton Brewsaugh

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 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

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
Self Employed Lexington KY 03/2016 09/2018
Ross, Sinclaire & Associates, Llc Lexington KY 09/2018 08/2019
Orion Portfolio Solutions, Llc Hebron KY 08/2019 Present
Brinker Capital Securities Berwyn PA 11/2021 Present
  • 03/2016 → 09/2018
    Self Employed
    Lexington, KY
  • 09/2018 → 08/2019
    Ross, Sinclaire & Associates, Llc
    Lexington, KY
  • 08/2019 → Present
    Orion Portfolio Solutions, Llc
    Hebron, KY
  • 11/2021 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
  • 2019-10-07 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-07
S63 Uniform Securities Agent State Law Examination 2019-01-31
  • S65 Uniform Investment Adviser Law Examination
    2019-10-07
  • S63 Uniform Securities Agent State Law Examination
    2019-01-31
Other Names
  • Matthew Brewsaugh

View on SEC IAPD

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Other Offices

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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
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