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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-24 |
Branch Locations
1055 Westlakes Drive, Berwyn, PA 19312 • United States
17605 Wright St, Omaha, NE 68130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital, Inc. | Berwyn | PA | 11/1991 | 10/2020 |
| Brinker Capital Securities, Inc. | Berwyn | PA | 02/1995 | 10/2020 |
| Brinker Capital Securities, Llc | Berwyn | PA | 10/2020 | 05/2022 |
| Brinker Capital Investments, Llc | Berwyn | PA | 10/2020 | 05/2022 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 05/2022 |
| Orion Portfolio Solutions | Omaha | NE | 05/2022 | Present |
| Brinker Capital Securities | Berwyn | PA | 05/2022 | Present |
Executive Coach, East Bay Merchant Partners; Executive Coaching and Consulting for EBMP investments and philanthropic interests; 9/1/2023; 40 hrs per month; none during trading hrs; Not investment related; compensated
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-24 |
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