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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-11
  • NE RA
    APPROVED
    Since 2026-05-11

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 07/2022 04/2026
Bank Of America Merrill Lynch Philadelphia PA 06/2021 09/2021
Carnegie Mellon Athletics Pittsburgh PA 10/2018 05/2022
Instacart Kennett Square PA 12/2019 03/2022
Vector Marketing Blue Bell PA 12/2018 01/2019
Delaware County Supply Company Boothwyn PA 06/2019 09/2019
Radley Run Country Club West Chester PA 06/2017 08/2018
Unionville High School Kennett Square PA 09/2014 06/2018
Carnegie Mellon University Pittsburgh PA 09/2018 05/2022
Bank Of America N.A. Philadelphia PA 10/2022 04/2026
Orion Portfolio Solutions Berwyn PA 04/2026 Present
Brinker Capital Securities Berwyn PA 05/2026 Present
  • 07/2022 → 04/2026
    Philadelphia, PA
  • 06/2021 → 09/2021
    Bank Of America Merrill Lynch
    Philadelphia, PA
  • 10/2018 → 05/2022
    Carnegie Mellon Athletics
    Pittsburgh, PA
  • 12/2019 → 03/2022
    Instacart
    Kennett Square, PA
  • 12/2018 → 01/2019
    Vector Marketing
    Blue Bell, PA
  • 06/2019 → 09/2019
    Delaware County Supply Company
    Boothwyn, PA
  • 06/2017 → 08/2018
    Radley Run Country Club
    West Chester, PA
  • 09/2014 → 06/2018
    Unionville High School
    Kennett Square, PA
  • 09/2018 → 05/2022
    Carnegie Mellon University
    Pittsburgh, PA
  • 10/2022 → 04/2026
    Bank Of America N.A.
    Philadelphia, PA
  • 04/2026 → Present
    Orion Portfolio Solutions
    Berwyn, PA
  • 05/2026 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-11
  • S66 Uniform Combined State Law Examination
    2022-11-11
Other Names
  • Aidan T Boyle
  • Aidan Boyle

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