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Nathan A Pavao

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 2025-03-07
  • NE RA
    APPROVED
    Since 2025-03-07

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
Franklin Distributors, Llc Rancho Cordova CA 09/2021 12/2024
Clearbags El Dorado Hills CA 12/2020 09/2021
Carmax Parker CO 01/2019 12/2020
Starbucks Castle Rock CO 07/2017 01/2019
Ups Englewood CO 06/2017 07/2017
Clearbags El Dorado Hills CA 10/2009 06/2017
Edward Jones St Louis MO 12/2024 01/2025
Brinker Capital Securities Berwyn NE 02/2025 Present
Orion Portfolio Solutions Omaha NE 02/2025 Present
  • 09/2021 → 12/2024
    Franklin Distributors, Llc
    Rancho Cordova, CA
  • 12/2020 → 09/2021
    Clearbags
    El Dorado Hills, CA
  • 01/2019 → 12/2020
    Carmax
    Parker, CO
  • 07/2017 → 01/2019
    Starbucks
    Castle Rock, CO
  • 06/2017 → 07/2017
    Ups
    Englewood, CO
  • 10/2009 → 06/2017
    Clearbags
    El Dorado Hills, CA
  • 12/2024 → 01/2025
    Edward Jones
    St Louis, MO
  • 02/2025 → Present
    Brinker Capital Securities
    Berwyn, NE
  • 02/2025 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2024-12-09 → 2025-01-27
    Edward Jones
    Garden Valley, CA
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
S63 Uniform Securities Agent State Law Examination 2021-10-22
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22
Other Names
  • Nathan Avery Pavao
  • Nathan A Pavao

View on SEC IAPD

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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

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