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Natalie Marie Mccarty

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 2024-08-26
  • NE RA
    APPROVED
    Since 2024-08-26

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 Omaha NE 07/2024 Present
Gap Inc. Omaha NE 02/2024 06/2024
Caliber Corporate Advisers Omaha NE 03/2023 10/2023
Unemployed Omaha NE 11/2023 01/2024
We Communications Bellevue WA 01/2021 03/2023
We Communications Bellevue WA 03/2020 09/2021
We Communications Omaha NE 06/2019 02/2020
Self-Employed Redmond OR 05/2018 06/2019
University Of Puget Sound Tacoma WA 08/2014 04/2018
  • 07/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 02/2024 → 06/2024
    Gap Inc.
    Omaha, NE
  • 03/2023 → 10/2023
    Caliber Corporate Advisers
    Omaha, NE
  • 11/2023 → 01/2024
    Unemployed
    Omaha, NE
  • 01/2021 → 03/2023
    We Communications
    Bellevue, WA
  • 03/2020 → 09/2021
    We Communications
    Bellevue, WA
  • 06/2019 → 02/2020
    We Communications
    Omaha, NE
  • 05/2018 → 06/2019
    Self-Employed
    Redmond, OR
  • 08/2014 → 04/2018
    University Of Puget Sound
    Tacoma, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24
Other Names
  • Natalie Marie Ulum

View on SEC IAPD

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PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

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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