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Sean Sheridan

Orion Portfolio Solutions, LLC

Omaha, NE

Berwyn, PA

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-09
  • NE RA
    APPROVED
    Since 2024-01-09

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • 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
The Vanguard Group, Inc. Malvern PA 12/2016 04/2017
Us Healthconnect Inc. Fort Washington PA 05/2016 12/2016
Credit Suisse Securities (Usa) Llc New York NY 04/2017 07/2022
Brinker Capital Berwyn PA 02/2023 Present
Orion Portfolio Solutions Omaha NE 02/2023 Present
Unemployed Langhorne PA 08/2022 01/2023
  • 12/2016 → 04/2017
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2016 → 12/2016
    Us Healthconnect Inc.
    Fort Washington, PA
  • 04/2017 → 07/2022
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 02/2023 → Present
    Brinker Capital
    Berwyn, PA
  • 02/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2022 → 01/2023
    Unemployed
    Langhorne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2017-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2017-02-27

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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