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Naveed Basri

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 2024-05-20
  • NE RA
    APPROVED
    Since 2024-05-20

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
Citigroup Wilmington DE 08/2014 03/2024
Brinker Capital Investments, Llc Philadelphia PA 04/2024 Present
Orion Portfolio Solutions Omaha NE 04/2024 Present
  • 08/2014 → 03/2024
    Citigroup
    Wilmington, DE
  • 04/2024 → Present
    Brinker Capital Investments, Llc
    Philadelphia, PA
  • 04/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-09
  • S66 Uniform Combined State Law Examination
    2016-01-09
Designations

View on SEC IAPD

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