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Cade Allen Denazario Akers

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 2023-01-23
  • NE RA
    APPROVED
    Since 2023-01-23

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
Charles Schwab Bank Redmond WA 12/2015 05/2017
Orion Advisor Technology Omaha NE 11/2021 Present
Orion Portfolio Solutions Omaha NE 11/2021 Present
Charles Schwab & Co Inc Redmond WA 05/2017 11/2021
Bellevue College Bellevue WA 12/2018 12/2019
  • 12/2015 → 05/2017
    Charles Schwab Bank
    Redmond, WA
  • 11/2021 → Present
    Orion Advisor Technology
    Omaha, NE
  • 11/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 05/2017 → 11/2021
    Charles Schwab & Co Inc
    Redmond, WA
  • 12/2018 → 12/2019
    Bellevue College
    Bellevue, WA
Previous Registrations
  • 2021-12-08 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Seattle, WA
    Omaha, NE
  • 2016-01-28 → 2021-11-15
    Charles Schwab & Co., Inc.
    Austin, TX
    Bellingham, WA
    Lynnwood, WA
    Redmond, WA
    Lynnwood, WA
Other Businesses

Landlord Not investment related Rental Landlord and receive rental income. Start Date: 1.2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-28
S63 Uniform Securities Agent State Law Examination 2015-01-27
  • S66 Uniform Combined State Law Examination
    2016-01-28
  • S63 Uniform Securities Agent State Law Examination
    2015-01-27
Designations
Other Names
  • Akers Cade Allen Denazario
  • Cade Denazario Akers
  • Cade Akers
  • Cade Allen Akers

View on SEC IAPD

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PAUL PATRICK KEATTS

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EQUITABLE ADVISORS, LLC · OMAHA, NE
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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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