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Gregory Allison

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 2025-08-26
  • NE RA
    APPROVED
    Since 2025-08-26

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
Axa Distributors, Llc Jersey City NJ 12/2014 02/2017
Hartford Funds Distributors, Llc Radnor PA 02/2017 05/2022
Pershing Llc Ardmore PA 05/2022 07/2025
Bny Mellon Securities Corporation Ardmore PA 05/2023 07/2025
Bny Mellon Advisors, Inc. Pennington NJ 06/2023 07/2025
Lockwood Advisors Pennington NJ 06/2022 06/2023
Orion Portfolio Solutions Omaha NE 08/2025 Present
Brinker Capital Securities Philadelphia PA 08/2025 Present
  • 12/2014 → 02/2017
    Axa Distributors, Llc
    Jersey City, NJ
  • 02/2017 → 05/2022
    Hartford Funds Distributors, Llc
    Radnor, PA
  • 05/2022 → 07/2025
    Pershing Llc
    Ardmore, PA
  • 05/2023 → 07/2025
    Bny Mellon Securities Corporation
    Ardmore, PA
  • 06/2023 → 07/2025
    Bny Mellon Advisors, Inc.
    Pennington, NJ
  • 06/2022 → 06/2023
    Lockwood Advisors
    Pennington, NJ
  • 08/2025 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2025 → Present
    Brinker Capital Securities
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-27
S63 Uniform Securities Agent State Law Examination 2015-01-29
  • S66 Uniform Combined State Law Examination
    2022-07-27
  • S63 Uniform Securities Agent State Law Examination
    2015-01-29
Designations
Other Names
  • Gregory Edward Allison

View on SEC IAPD

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PAUL PATRICK KEATTS

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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