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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.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 2, 2026 | n/a | yes | OMAHA, NE | Current employment |
| ENVESTNET PMC | Independent wealth | Feb 25, 2015 | Sep 13, 2017 | no | ADDISON, TX|BERWYN, PA | Previous registration |
| PLACEMARK INVESTMENTS, INC. | Former SEC adviser | Dec 11, 2001 | Dec 31, 2014 | no | DALLAS, TX|ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENVESTNET PMC | ORION PORTFOLIO SOLUTIONS, LLC | Sep 13, 2017 | Jan 2, 2026 | 3,033 | Firm change after gap | Other |
| PLACEMARK INVESTMENTS, INC. | ENVESTNET PMC | Dec 31, 2014 | Feb 25, 2015 | 56 | Firm change | Other |