Best Investors Account Sign in
Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-01-06
  • NE RA
    APPROVED
    Since 2025-01-06

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
Orion Portfolio Solutions Omaha NE 04/2023 Present
Brinker Capital Investments Berwyn PA 04/2023 Present
Pnc Financial Services Philadelphia PA 08/2017 03/2023
Yardley Wealth Management Newtown PA 06/2014 07/2017
  • 04/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 04/2023 → Present
    Brinker Capital Investments
    Berwyn, PA
  • 08/2017 → 03/2023
    Pnc Financial Services
    Philadelphia, PA
  • 06/2014 → 07/2017
    Yardley Wealth Management
    Newtown, PA
Other Businesses

Mercor Contractor Training AI models to improve their performance-large language models designed to be highly specialized in different professional fields (law, medicine, finance, human resources, etc). Not investment related Start Date: 9.22.2025 20 hours a month not during securities hours Compensated

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor