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Christopher Tyler Monroe

Orion Portfolio Solutions, LLC

Omaha, NE

Berwyn, PA

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-07
  • PA RA
    APPROVED
    Since 2023-04-07

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • 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
Td Ameritrade Southlake TX 12/2020 08/2021
Unemployed N/A TX 03/2020 12/2020
2-Cow Ranch Kempner TX 02/2019 03/2020
Student Denton TX 08/2016 02/2019
Brinker Capital Securities Berwyn PA 02/2023 Present
Unemployed Dallas TX 09/2021 01/2023
Orion Portfolio Solutions Omaha NE 02/2023 Present
  • 12/2020 → 08/2021
    Td Ameritrade
    Southlake, TX
  • 03/2020 → 12/2020
    Unemployed
    N/A, TX
  • 02/2019 → 03/2020
    2-Cow Ranch
    Kempner, TX
  • 08/2016 → 02/2019
    Student
    Denton, TX
  • 02/2023 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 09/2021 → 01/2023
    Unemployed
    Dallas, TX
  • 02/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-07
S63 Uniform Securities Agent State Law Examination 2021-03-30
  • S65 Uniform Investment Adviser Law Examination
    2023-04-07
  • S63 Uniform Securities Agent State Law Examination
    2021-03-30
Other Names
  • Chris Monroe
  • Chris Tyler Monroe

View on SEC IAPD

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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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