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Alyssa Josephs Seidl

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 2023-06-27
  • NE RA
    APPROVED
    Since 2023-06-27

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
Brook Capital Brookfield WI 09/2015 04/2017
First Allied Securities, Inc San Diego CA 09/2015 04/2017
Assetmark Financial, Inc. Chicago IL 05/2017 06/2022
Assetmark Brokerage, Llc Chicago IL 05/2017 06/2022
Betterment Chicago IL 06/2022 06/2023
Brinker Capital Securities, Llc Berwyn PA 06/2023 Present
Orion Portfolio Solutions, Llc Omaha NE 06/2023 Present
  • 09/2015 → 04/2017
    Brook Capital
    Brookfield, WI
  • 09/2015 → 04/2017
    First Allied Securities, Inc
    San Diego, CA
  • 05/2017 → 06/2022
    Assetmark Financial, Inc.
    Chicago, IL
  • 05/2017 → 06/2022
    Assetmark Brokerage, Llc
    Chicago, IL
  • 06/2022 → 06/2023
    Betterment
    Chicago, IL
  • 06/2023 → Present
    Brinker Capital Securities, Llc
    Berwyn, PA
  • 06/2023 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-31
  • S66 Uniform Combined State Law Examination
    2016-08-31

View on SEC IAPD

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