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Anthony John Dimona

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 2023-12-01
  • NE RA
    APPROVED
    Since 2023-12-01

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
Lincoln Financial Distributors, Inc Radnor PA 02/2010 08/2018
Dimona Insurance Services Lenexa KS 09/2018 01/2022
The Leaders Group, Inc. Littleton CO 01/2020 12/2020
Protective Life Insurance Company Lenexa KS 02/2022 07/2022
Investment Distributors Lenexa KS 02/2022 07/2022
Global Atlantic Distributors, Llc Berwyn PA 09/2022 04/2023
Global Atlantic Financial Group Berwyn PA 09/2022 04/2023
Orion Portfolio Solutions, Inc Omaha NE 11/2023 Present
Brinker Capital Securities Philadelphia PA 11/2023 Present
Elite Consulting Partners Mount Laurel NJ 06/2023 11/2023
  • 02/2010 → 08/2018
    Lincoln Financial Distributors, Inc
    Radnor, PA
  • 09/2018 → 01/2022
    Dimona Insurance Services
    Lenexa, KS
  • 01/2020 → 12/2020
    The Leaders Group, Inc.
    Littleton, CO
  • 02/2022 → 07/2022
    Protective Life Insurance Company
    Lenexa, KS
  • 02/2022 → 07/2022
    Investment Distributors
    Lenexa, KS
  • 09/2022 → 04/2023
    Global Atlantic Distributors, Llc
    Berwyn, PA
  • 09/2022 → 04/2023
    Global Atlantic Financial Group
    Berwyn, PA
  • 11/2023 → Present
    Orion Portfolio Solutions, Inc
    Omaha, NE
  • 11/2023 → Present
    Brinker Capital Securities
    Philadelphia, PA
  • 06/2023 → 11/2023
    Elite Consulting Partners
    Mount Laurel, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-01
S63 Uniform Securities Agent State Law Examination 2010-03-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-01
  • S63 Uniform Securities Agent State Law Examination
    2010-03-05
Other Names
  • Anthony Dimona
  • Anthony John Dimona
  • Anthony John Dimona

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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