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Brian George Morgan

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 2023-01-19
  • NE RA
    APPROVED
    Since 2023-01-19

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
Morgan Stanley New York NY 07/2010 09/2017
Orion Advisor Technology, Llc Omaha NE 08/2019 Present
Advizr New York NY 09/2017 08/2019
Orion Portfolio Solutions, Llc Omaha NE 08/2019 Present
Previous Registrations
  • 2020-02-25 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Marlboro, NJ
    Staten Island, NY
    Omaha, NE
  • 2012-01-24 → 2017-09-12
    Morgan Stanley
    Warren, NJ
    New York, NY
    Warren, NJ
    New York, NY
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-23
  • S66 Uniform Combined State Law Examination
    2012-01-23
Designations
Other Names
  • Brian G Morgan

View on SEC IAPD

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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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