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Riley Michael Coy

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 2024-05-16
  • NE RA
    APPROVED
    Since 2024-05-16

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
Td Ameritrade Omaha NE 03/2021 04/2023
West Gate Bank Lincoln NE 05/2019 02/2021
Rely Care Lincoln NE 03/2018 05/2019
Gallup Lincoln NE 08/2017 01/2018
Norfolk Public School Norfolk NE 05/2016 08/2017
Hy-Vee Norfolk NE 08/2013 05/2017
Charles Schwab & Co., Inc. Omaha NE 04/2023 02/2024
Orion Portfolio Solutions Omaha NE 02/2024 Present
Brinker Capital Securities Philadelphia PA 03/2024 Present
  • 03/2021 → 04/2023
    Td Ameritrade
    Omaha, NE
  • 05/2019 → 02/2021
    West Gate Bank
    Lincoln, NE
  • 03/2018 → 05/2019
    Rely Care
    Lincoln, NE
  • 08/2017 → 01/2018
    Gallup
    Lincoln, NE
  • 05/2016 → 08/2017
    Norfolk Public School
    Norfolk, NE
  • 08/2013 → 05/2017
    Hy-Vee
    Norfolk, NE
  • 04/2023 → 02/2024
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 02/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 03/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2021-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2021-08-31
Other Names
  • Riley Coy

View on SEC IAPD

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Other Investors

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Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

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

More in Omaha, NE

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