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Brian Patrick Storey

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 2023-01-19
  • NE RA
    APPROVED
    Since 2023-01-19

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
First Citizens Asset Management Raleigh NC 08/2017 11/2021
First Citizens Bank Raleigh NC 06/2003 11/2021
Orion Portfolio Solutions Omaha NE 04/2022 Present
Brinker Capital Investments Berwyn PA 04/2022 Present
Unemployed Raleigh NC 11/2021 04/2022
  • 08/2017 → 11/2021
    First Citizens Asset Management
    Raleigh, NC
  • 06/2003 → 11/2021
    First Citizens Bank
    Raleigh, NC
  • 04/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 04/2022 → Present
    Brinker Capital Investments
    Berwyn, PA
  • 11/2021 → 04/2022
    Unemployed
    Raleigh, NC
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

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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
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