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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | Omaha | NE | 01/2008 | 04/2024 |
| Brinker Capital Securities | Berwyn | PA | 11/2021 | 04/2024 |
| Orion Advisor Solutions | Omaha | NE | 08/2025 | Present |
| Brinker Capital Securities | Philadelphia | PA | 08/2025 | Present |
| Orion Portfolio Solutions | Omaha | NE | 08/2025 | Present |
| Alphathena | Westmont | IL | 04/2024 | 05/2025 |
| Unemployed | Virginia Beach | VA | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-18 |
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