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Joseph Nicolo Eplite

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
Orion Portfolio Solutions Omaha NE 08/2022 Present
Dillards Incorporated Sanford FL 07/2015 12/2017
Nuview Trust Company Longwood FL 12/2017 02/2020
Self Employed- Joseph Eplite Sanford FL 02/2020 08/2022
Newport Group Lake Mary FL 12/2021 01/2022
Seminole State College Sanford FL 07/2015 01/2018
University Of Central Florida Orlando FL 01/2018 12/2020
  • 08/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 07/2015 → 12/2017
    Dillards Incorporated
    Sanford, FL
  • 12/2017 → 02/2020
    Nuview Trust Company
    Longwood, FL
  • 02/2020 → 08/2022
    Self Employed- Joseph Eplite
    Sanford, FL
  • 12/2021 → 01/2022
    Newport Group
    Lake Mary, FL
  • 07/2015 → 01/2018
    Seminole State College
    Sanford, FL
  • 01/2018 → 12/2020
    University Of Central Florida
    Orlando, FL
Previous Registrations
  • 2022-12-05 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
Other Businesses

Door Dash Delivery Driver Compensated Not investment related 5 hours per month not during trading hours Start date 6.29.2024 Zetten Ventures LLC Food truck 20 hours a month Not investment related Compensated UBER TECHNOLOGIES UBER DRIVER START DATE 1.25.2023 20 HOURS PER MONTH NOT INVESTMENT RELATED COMPENSATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-05
Other Names
  • Joey Nicolo Eplite

View on SEC IAPD

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