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Emily Lynn Gross

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 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

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
Beaumont Financial Partners, Llc Needham MA 06/2015 07/2018
Orion Advisor Solutions, Llc Omaha NE 07/2018 Present
Northern Lights Distributors, Llc Omaha NE 08/2018 11/2019
Orion Portfolio Solutions Omaha NE 01/2023 Present
  • 06/2015 → 07/2018
    Beaumont Financial Partners, Llc
    Needham, MA
  • 07/2018 → Present
    Orion Advisor Solutions, Llc
    Omaha, NE
  • 08/2018 → 11/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 01/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2020-01-30 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Holliston, MA
    Omaha, NE
  • 2018-07-31 → 2019-12-31
    Orion Portfolio Solutions, Llc
    Holliston, MA
    Omaha, NE
  • 2015-10-26 → 2018-07-30
    Beaumont Financial Partners Llc
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-26
S63 Uniform Securities Agent State Law Examination 2005-05-06
  • S65 Uniform Investment Adviser Law Examination
    2015-10-26
  • S63 Uniform Securities Agent State Law Examination
    2005-05-06
Other Names
  • Emily L. Smith
  • Emily L. Smith
  • Emily Lynn Smith
  • Emily Lynn Smith

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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