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Thomas Kessinger Rathmell Wilson

Orion Portfolio Solutions, LLC

Berwyn, PA

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

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States

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
Brinker Capital Berwyn PA 11/2005 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 11/2005 → Present
    Brinker Capital
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-11 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2006-05-10 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
  • 2003-09-15 → 2005-10-31
    Davidson Capital Management
    Devon, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-26
  • S63 Uniform Securities Agent State Law Examination
    2013-06-26
Designations
Other Names
  • Thomas Kessinger Rathmell Wilson

View on SEC IAPD

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