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Alexandra Miriam Katz

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 2026-07-15
  • NE RA
    APPROVED
    Since 2026-07-15

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 Berwyn PA 08/2020 Present
Lafayette College Easton PA 08/2016 05/2020
Unemployed Madison NJ 05/2020 08/2020
Camp Dudley At Kiniya Colchester VT 06/2017 08/2017
Camp Dudley At Kiniya Colchester VT 06/2018 08/2018
The Cassidy Bar + Kitchen Maplewood NJ 12/2018 01/2019
Lafayette College Easton PA 08/2019 05/2020
Brinker Capital Securities Berwyn PA 03/2026 Present
  • 08/2020 → Present
    Orion Portfolio Solutions
    Berwyn, PA
  • 08/2016 → 05/2020
    Lafayette College
    Easton, PA
  • 05/2020 → 08/2020
    Unemployed
    Madison, NJ
  • 06/2017 → 08/2017
    Camp Dudley At Kiniya
    Colchester, VT
  • 06/2018 → 08/2018
    Camp Dudley At Kiniya
    Colchester, VT
  • 12/2018 → 01/2019
    The Cassidy Bar + Kitchen
    Maplewood, NJ
  • 08/2019 → 05/2020
    Lafayette College
    Easton, PA
  • 03/2026 → Present
    Brinker Capital Securities
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-26
  • S66 Uniform Combined State Law Examination
    2026-06-26
Other Names
  • Alex Katz
  • Alexandra Katz

View on SEC IAPD

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Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
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

More in Omaha, NE

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