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Advisor at VANGUARD ADVISERS, INC.
MALVERN, PA
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Dec 1, 2025 | n/a | yes | MALVERN, PA | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 17, 2023 | May 6, 2025 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 10, 2022 | Jan 6, 2023 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 19, 2020 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Feb 13, 2015 | Oct 16, 2020 | no | BERWYN, PA | Previous registration |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | n/a | Sep 3, 2002 | May 11, 2009 | no | PHILADELPHIA, PA|RADNOR, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | VANGUARD ADVISERS, INC. | May 6, 2025 | Dec 1, 2025 | 209 | 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 10, 2022 | 10 | Bulk transfer | Ibd to RIA |
| BRINKER CAPITAL INC | ORION PORTFOLIO SOLUTIONS, LLC | Oct 16, 2020 | Oct 19, 2020 | 3 | Bulk transfer | Ibd to ibd |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | BRINKER CAPITAL INC | May 11, 2009 | Feb 13, 2015 | 2,104 | Firm change after gap | Other |