Inactive

Mili Rosen

Orion Portfolio Solutions, LLC

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Current Employers

Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-01-17

NE RA
APPROVED

Since 2025-01-17

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

Organization	City	State	From	To
Orion Portfolio Solutions	Omaha	NE	02/2022	Present
Brinker Capital Securities	Berwyn	PA	02/2022	Present
Accesslex Institute	West Chester	PA	06/2018	02/2022
Jp Morgan Chase & Co	Newark	DE	06/2016	06/2018

02/2022 → Present

Orion Portfolio Solutions

Omaha, NE
02/2022 → Present

Brinker Capital Securities

Berwyn, PA
06/2018 → 02/2022

Accesslex Institute

West Chester, PA
06/2016 → 06/2018

Jp Morgan Chase & Co

Newark, DE

Designations

Other Names

Mili Patel

View on SEC IAPD

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