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Julia Qiaqia Daly

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 2026-08-04
  • NE RA
    APPROVED
    Since 2026-08-04

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 King Of Prussia PA 05/2026 Present
Orion Portfolio Solutions King Of Prussia PA 05/2026 Present
Pathstone Family Office Englewood NJ 07/2024 05/2026
Lafayette College Easton PA 08/2020 05/2024
Orion Portfolio Solutions Berwyn PA 06/2023 05/2024
Mcalinden Research Partners New York NY 09/2022 06/2023
Mcspirit & Beckett Real Estate Tenafly NJ 07/2022 08/2022
Modera Wealth Management Westwood NJ 06/2021 11/2021
Dwight-Englewood School Englewood NJ 09/2013 05/2020
  • 05/2026 → Present
    Orion Portfolio Solutions
    King Of Prussia, PA
  • 05/2026 → Present
    Orion Portfolio Solutions
    King Of Prussia, PA
  • 07/2024 → 05/2026
    Pathstone Family Office
    Englewood, NJ
  • 08/2020 → 05/2024
    Lafayette College
    Easton, PA
  • 06/2023 → 05/2024
    Orion Portfolio Solutions
    Berwyn, PA
  • 09/2022 → 06/2023
    Mcalinden Research Partners
    New York, NY
  • 07/2022 → 08/2022
    Mcspirit & Beckett Real Estate
    Tenafly, NJ
  • 06/2021 → 11/2021
    Modera Wealth Management
    Westwood, NJ
  • 09/2013 → 05/2020
    Dwight-Englewood School
    Englewood, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-01
  • S65 Uniform Investment Adviser Law Examination
    2026-08-01
Other Names
  • Julia Daly

View on SEC IAPD

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ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
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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