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Advisor at ORION PORTFOLIO SOLUTIONS, LLC
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 25, 2023 | n/a | yes | OMAHA, NE | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Mar 13, 2019 | Jan 6, 2023 | no | Omaha, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 8, 2013 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 25, 2023 | 19 | Bulk transfer | RIA to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2021 | Mar 13, 2019 | -1,024 | Bulk transfer | Ibd to RIA |