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Micah John Bielski

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Glen Cove NY 04/2014 05/2018
Bank Of America, N.A. Glen Cove NY 04/2014 05/2018
Orion Advisor Technology, Llc Omaha NE 05/2020 Present
Asgard Regulatory Group Bohemia NY 12/2019 01/2020
Unemployed Kings Park NY 01/2020 05/2020
Cjm Wealth Management Deer Park NY 05/2018 11/2019
Orion Portfolio Solutions Omaha NE 01/2023 Present
  • 04/2014 → 05/2018
    Glen Cove, NY
  • 04/2014 → 05/2018
    Bank Of America, N.A.
    Glen Cove, NY
  • 05/2020 → Present
    Orion Advisor Technology, Llc
    Omaha, NE
  • 12/2019 → 01/2020
    Asgard Regulatory Group
    Bohemia, NY
  • 01/2020 → 05/2020
    Unemployed
    Kings Park, NY
  • 05/2018 → 11/2019
    Cjm Wealth Management
    Deer Park, NY
  • 01/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2020-05-22 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Melville, NY
  • 2014-05-02 → 2018-06-01
    Glen Cove, NY
    Melville, NY
    Glen Cove, NY
    Plainview, NY
    Manhasset, NY
    Port Washington, NY
    Port Jefferson, NY
    Selden, NY
  • 2010-06-15 → 2014-04-15
    Smithtown, NY
    Plainview, NY
    Farmingdale, NY
    Plainview, NY
    Tampa, FL
    Massapequa Park, NY
    New York, NY
    Boca Raton, FL
    Massapequa, NY
    Massapequa Park, NY
  • 2007-11-28 → 2009-06-05
    Chase Investment Services Corp.
    Plainview, NY
  • 2007-05-04 → 2007-11-09
    Atlanta, GA
    Garden City, GA
  • 2005-09-22 → 2006-05-26
    Morgan Stanley Dw Inc.
    Savannah, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-21
S63 Uniform Securities Agent State Law Examination 2005-09-08
  • S65 Uniform Investment Adviser Law Examination
    2005-09-21
  • S63 Uniform Securities Agent State Law Examination
    2005-09-08
Other Names
  • Micah Bielski
  • Micah John Bielski

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