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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
Securities America Inc. La Vista NE 06/2015 03/2022
Orion Portfolio Solutions Omaha NE 03/2022 Present
Brinker Capital Securities Berwyn PA 03/2022 Present
  • 06/2015 → 03/2022
    Securities America Inc.
    La Vista, NE
  • 03/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 03/2022 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
  • 2022-03-31 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2018-10-03 → 2022-03-15
    Securities America Advisors, Inc.
    La Vista, NE
    Omaha, NE
    La Vista, NE
Other Businesses

SOCCER REFEREE POSITION: Referee NATURE: Soccer Referee INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2005 ADDRESS: 6706 S 135th Ter, Omaha NE 68137, United States DESCRIPTION: I referee soccer at the youth, amateur and collegiate level. UNIFI - BAG HANDLER 7201 W Friendly Ave, Greensboro, NC 30hrs per month $16 per hour compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-01
  • S66 Uniform Combined State Law Examination
    2018-10-01

View on SEC IAPD

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