Best Investors Account Sign in
Inactive

Timothy Jonathon William Noe

Orion Portfolio Solutions, LLC

Hebron, KY

Omaha, NE

Claim This Profile
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

2300 Litton Ln Ste 102, Hebron, KY 41048 • United States

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 Portfolio Solutions Llc Omaha NE 10/2019 Present
Divisions Maintenance Group Newport KY 07/2019 10/2019
Meijer Inc Richmond KY 09/2015 07/2019
Eastern Kentucky University Richmond KY 08/2014 05/2019
  • 10/2019 → Present
    Orion Portfolio Solutions Llc
    Omaha, NE
  • 07/2019 → 10/2019
    Divisions Maintenance Group
    Newport, KY
  • 09/2015 → 07/2019
    Meijer Inc
    Richmond, KY
  • 08/2014 → 05/2019
    Eastern Kentucky University
    Richmond, KY
Previous Registrations
  • 2020-11-25 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-25
  • S65 Uniform Investment Adviser Law Examination
    2020-11-25
Other Names
  • Timmy Jonathon William Noe
  • Tim Jonathon William Noe

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

MARK LOUIS WEISS
Jacob Thomas Childers
Preston Edward Suttmiller
Benjamin Thomas Tunney
Kristopher Mcknight
STEVEN G SCHNELL
CHRISTOPHER M HOPPER
ROBERT MICHAEL ERNST

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hebron, KY
ORION PORTFOLIO SOLUTIONS, LLC · HEBRON, KY
PNC WEALTH MANAGEMENT LLC · CLEVES, OH
FIFTH THIRD SECURITIES, INC. · CLEVES, OH
FIFTH THIRD SECURITIES, INC. · HEBRON, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Hebron, KY
LPL FINANCIAL LLC · CINCINNATI, OH
PRIVATE ADVISOR GROUP, LLC · Cincinnati, OH

More in Hebron, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor