Best Investors Account Sign in
Inactive

David Morris Visher

Orion Partners, LLC

San Francisco, CA

CRD 1549535

Claim This Profile
Employer firm

Orion Partners, LLC CRD 342113

Reported services (Item 5G)

  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Partners, Llc

132 Jordan Avenue, San Francisco, CA 94118 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-04
  • CA RA
    APPROVED
    Since 2026-06-04

Branch Locations

132 Jordan Avenue, San Francisco, CA 94118 • 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 Partners Llc San Francisco CA 01/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-19
S63 Uniform Securities Agent State Law Examination 2002-07-17
  • S65 Uniform Investment Adviser Law Examination
    2026-03-19
  • S63 Uniform Securities Agent State Law Examination
    2002-07-17
Other Names
  • David M Visher

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor