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Shannon Joy Link

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 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

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
Orion Portfolio Solutions Omaha NE 01/2020 Present
Brinker Capital Securities Berwyn PA 02/2022 Present
Tempoe Cincinnati OH 01/2019 07/2019
Sunglass Hut Cincinnati OH 06/2017 02/2019
Xavier University Cincinnati OH 08/2016 01/2020
  • 01/2020 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 02/2022 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2019 → 07/2019
    Tempoe
    Cincinnati, OH
  • 06/2017 → 02/2019
    Sunglass Hut
    Cincinnati, OH
  • 08/2016 → 01/2020
    Xavier University
    Cincinnati, OH
Previous Registrations
  • 2022-06-23 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Hebron, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-22
  • S66 Uniform Combined State Law Examination
    2022-06-22
Other Names
  • Shannon Link

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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