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Trevor Lee Quist

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 2023-01-19
  • NE RA
    APPROVED
    Since 2023-01-19

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
Orion Advisor Techology Omaha NE 04/2021 Present
Orion Portfolio Solutions Omaha NE 04/2021 Present
Ups Redmond WA 10/2020 12/2020
Daniel Rosales Bellevue WA 05/2020 10/2020
City Of Bellevue Bellevue WA 05/2017 08/2019
Columbia Athletic Club Kirkland WA 11/2014 09/2016
Washington State University Pullman WA 10/2016 05/2017
Unemployed Woodinville WA 01/2021 03/2021
Washington State University Pullman WA 08/2019 05/2020
  • 04/2021 → Present
    Orion Advisor Techology
    Omaha, NE
  • 04/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2020 → 12/2020
    Ups
    Redmond, WA
  • 05/2020 → 10/2020
    Daniel Rosales
    Bellevue, WA
  • 05/2017 → 08/2019
    City Of Bellevue
    Bellevue, WA
  • 11/2014 → 09/2016
    Columbia Athletic Club
    Kirkland, WA
  • 10/2016 → 05/2017
    Washington State University
    Pullman, WA
  • 01/2021 → 03/2021
    Unemployed
    Woodinville, WA
  • 08/2019 → 05/2020
    Washington State University
    Pullman, WA
Previous Registrations
  • 2022-06-06 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-29
  • S65 Uniform Investment Adviser Law Examination
    2020-06-29
Other Names
  • Trevor Quist

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
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
PFS INVESTMENTS INC. · Omaha, NE

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