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Advisor at THRIVENT ADVISOR NETWORK, LLC
OMAHA, NE | MINNEAPOLIS, MN
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 |
|---|---|---|---|---|---|---|
| THRIVENT ADVISOR NETWORK, LLC | Bd affiliated wealth | Oct 24, 2023 | n/a | yes | MINNEAPOLIS, MN|OMAHA, NE | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 17, 2023 | Oct 16, 2023 | no | OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 19, 2022 | Jan 6, 2023 | no | OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Nov 14, 2013 | Dec 31, 2021 | no | OMAHA, NE|Omaha, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | THRIVENT ADVISOR NETWORK, LLC | Oct 16, 2023 | Oct 24, 2023 | 8 | Firm change | Ibd to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 17, 2023 | 11 | Bulk transfer | RIA to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2021 | Jan 19, 2022 | 19 | Bulk transfer | Ibd to RIA |