Inactive

Connor Michael Mcdonald

Orion Portfolio Solutions, LLC

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Current Employers

Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2023-08-04

NE RA
APPROVED

Since 2023-08-04

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

Organization	City	State	From	To
Orion Advisor Solutions	Omaha	NE	09/2020	Present
Orion Portfolio Solutions	Omaha	NE	09/2020	Present
Wells Fargo	Lincoln	NE	08/2013	08/2020

09/2020 → Present

Orion Advisor Solutions

Omaha, NE
09/2020 → Present

Orion Portfolio Solutions

Omaha, NE
08/2013 → 08/2020

Wells Fargo

Lincoln, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-02

S65 Uniform Investment Adviser Law Examination

2023-08-02

View on SEC IAPD

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