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Advisor at LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTYVILLE, IL | Florence, KY
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 |
|---|---|---|---|---|---|---|
| LIBERTY ONE INVESTMENT MANAGEMENT | Asset manager | Nov 12, 2025 | n/a | yes | LIBERTYVILLE, IL|Florence, KY | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Nov 10, 2020 | Nov 11, 2020 | no | Hebron, KY|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Aug 18, 2017 | Oct 18, 2019 | no | Hebron, KY | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jul 25, 2016 | May 19, 2017 | no | UNION, KY|FLORENCE, KY | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 17, 2015 | Mar 28, 2016 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | LIBERTY ONE INVESTMENT MANAGEMENT | Nov 11, 2020 | Nov 12, 2025 | 1,827 | Firm change after gap | Other |
| FIFTH THIRD SECURITIES, INC. | ORION PORTFOLIO SOLUTIONS, LLC | May 19, 2017 | Aug 18, 2017 | 91 | Firm change | Other |
| STRATEGIC ADVISERS LLC | FIFTH THIRD SECURITIES, INC. | Mar 28, 2016 | Jul 25, 2016 | 119 | Firm change | Other |