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William Frank Girton

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
NE RA APPROVED 2026-01-02
  • NE RA
    APPROVED
    Since 2026-01-02

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
Janney Montgomery Scott Philadelphia PA 06/2019 09/2021
Full Time Student Wayne PA 05/2009 05/2019
Brinker Capital Berwyn PA 10/2021 Present
Orion Portfolio Solutions Omaha NE 10/2021 Present
  • 06/2019 → 09/2021
    Janney Montgomery Scott
    Philadelphia, PA
  • 05/2009 → 05/2019
    Full Time Student
    Wayne, PA
  • 10/2021 → Present
    Brinker Capital
    Berwyn, PA
  • 10/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-05 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-23
  • S65 Uniform Investment Adviser Law Examination
    2021-12-23
Designations
Other Names
  • William Girton
  • Will Girton

View on SEC IAPD

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