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Grant Henry Saunders

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 2023-12-05
  • NE RA
    APPROVED
    Since 2023-12-05

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
American Funds San Antonio TX 09/2015 11/2018
Adp Broker Dealer Inc Florham Park NJ 06/2021 07/2023
Adp Inc Florham Park NJ 06/2021 07/2023
Unemployed West Orange NJ 11/2018 06/2019
Ss&C Technologies New York City NY 06/2019 11/2020
Unemployed West Orange NJ 11/2020 06/2021
Orion Portfolio Solutions, Llc Omaha NE 07/2023 Present
Brinker Capital Securities, Llc Berwyn, PA 07/2023 Present
  • 09/2015 → 11/2018
    American Funds
    San Antonio, TX
  • 06/2021 → 07/2023
    Adp Broker Dealer Inc
    Florham Park, NJ
  • 06/2021 → 07/2023
    Adp Inc
    Florham Park, NJ
  • 11/2018 → 06/2019
    Unemployed
    West Orange, NJ
  • 06/2019 → 11/2020
    Ss&C Technologies
    New York City, NY
  • 11/2020 → 06/2021
    Unemployed
    West Orange, NJ
  • 07/2023 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 07/2023 → Present
    Brinker Capital Securities, Llc
    Berwyn,, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-05
S63 Uniform Securities Agent State Law Examination 2021-07-12
S65 Uniform Investment Adviser Law Examination 2016-01-07
  • S66 Uniform Combined State Law Examination
    2023-12-05
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12
  • S65 Uniform Investment Adviser Law Examination
    2016-01-07
Other Names
  • Grant H Saunders

View on SEC IAPD

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