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William Glenn Brian Ragle

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 2023-01-26
  • NE RA
    APPROVED
    Since 2023-01-26

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 11/2000 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
  • 11/2000 → 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
  • 2019-01-08 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Graham, TX
    Omaha, NE
    Newcastle, TX
  • 2001-07-08 → 2018-12-31
    Orion Portfolio Solutions, Llc
    Richardson, TX
    Graham, TX
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-26
S63 Uniform Securities Agent State Law Examination 1992-02-12
  • S65 Uniform Investment Adviser Law Examination
    2001-03-26
  • S63 Uniform Securities Agent State Law Examination
    1992-02-12
Other Names
  • W G Ragle
  • William Glenn Brian Ragle
  • Brian Ragle
  • Wg Brian Ragle
  • William Glen Brian Ragle

View on SEC IAPD

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