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William Michael Stinnett

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 2025-02-07
  • NE RA
    APPROVED
    Since 2025-02-07

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 11/2019 Present
Citi Bank Florence KY 02/2018 11/2019
Payless Florence KY 09/2017 02/2018
Old Navy Florence KY 10/2016 09/2017
Aeropostale Florence KY 07/2016 10/2016
  • 11/2019 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 02/2018 → 11/2019
    Citi Bank
    Florence, KY
  • 09/2017 → 02/2018
    Payless
    Florence, KY
  • 10/2016 → 09/2017
    Old Navy
    Florence, KY
  • 07/2016 → 10/2016
    Aeropostale
    Florence, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05
Other Names
  • Trey Michael Stinnett

View on SEC IAPD

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