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Mark Alan Soukup

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 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

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
Cls Investments, Llc Omaha NE 07/1995 12/2018
Northern Lights Distributors, Llc Omaha NE 02/2003 11/2019
Orion Portfolio Solutions, Llc Omaha NE 01/2019 Present
Brinker Capital Securities Llc Berwyn PA 10/2021 Present
  • 07/1995 → 12/2018
    Cls Investments, Llc
    Omaha, NE
  • 02/2003 → 11/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 01/2019 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 10/2021 → Present
    Brinker Capital Securities Llc
    Berwyn, PA
Previous Registrations
  • 2020-01-10 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Devon, PA
    Omaha, NE
    Webster, NY
  • 2019-02-06 → 2019-12-31
    Orion Portfolio Solutions, Llc
    Scottsdale, AZ
    Omaha, NE
  • 2015-01-08 → 2018-12-31
    Orion Portfolio Solutions, Llc
    El Dorado Hills, CA
    Omaha, NE
    El Dorado Hills, CA
    El Dorado Hills, CA
    Folsom, CA
  • 2000-03-17 → 2014-12-31
    Orion Portfolio Solutions, Llc
    El Dorado Hills, CA
    El Dorado Hills, CA
    El Dorado Hills, CA
    El Dorado Hills, CA
    El Dorado Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-09
S63 Uniform Securities Agent State Law Examination 1992-01-23
  • S65 Uniform Investment Adviser Law Examination
    1998-11-09
  • S63 Uniform Securities Agent State Law Examination
    1992-01-23

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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