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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-09-07
  • NE RA
    APPROVED
    Since 2023-09-07

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
Eagle Creek Golf Club Lake Nona FL 11/2016 04/2017
Western And Southern Life Maitland FL 06/2016 10/2016
Pressure Free Services, Llc Oviedo FL 01/2015 08/2019
International Assets Advisory, Llc Orlando FL 04/2017 10/2018
Jasper Contractors Lake Mary FL 02/2019 10/2019
Cnl Securities Corporation Orlando FL 12/2019 11/2022
Seminole Facilities Maintenance Oviedo FL 10/2019 11/2019
Brinker Capital Securities, Llc Berwyn PA 07/2023 Present
Orion Portfolio Solutions, Llc Omaha NE 07/2023 Present
Triton Pacific Securities Irvine CA 12/2022 07/2023
  • 11/2016 → 04/2017
    Eagle Creek Golf Club
    Lake Nona, FL
  • 06/2016 → 10/2016
    Western And Southern Life
    Maitland, FL
  • 01/2015 → 08/2019
    Pressure Free Services, Llc
    Oviedo, FL
  • 04/2017 → 10/2018
    International Assets Advisory, Llc
    Orlando, FL
  • 02/2019 → 10/2019
    Jasper Contractors
    Lake Mary, FL
  • 12/2019 → 11/2022
    Cnl Securities Corporation
    Orlando, FL
  • 10/2019 → 11/2019
    Seminole Facilities Maintenance
    Oviedo, FL
  • 07/2023 → Present
    Brinker Capital Securities, Llc
    Berwyn, PA
  • 07/2023 → Present
    Omaha, NE
  • 12/2022 → 07/2023
    Triton Pacific Securities
    Irvine, CA
Other Businesses

Aylos Holdings, LLC, Owner Not investment related Watch Trading - purchase and resale of luxury watches Start Date: 1.2026 12 hours per month outside trading hours Potential compensation / profit

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-07
S63 Uniform Securities Agent State Law Examination 2019-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-09-07
  • S63 Uniform Securities Agent State Law Examination
    2019-12-30

View on SEC IAPD

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