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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 24, 2023 | n/a | yes | OMAHA, NE | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Nov 8, 2019 | Jan 6, 2023 | no | OMAHA, NE|Pittsburgh, PA|Naples, FL | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Dec 9, 2013 | Jul 20, 2015 | no | PITTSBURGH, PA|SANTA BARBARA, CA|PITTSBURGH, PA | Previous registration |
| RAYLIANT ASSET MANAGEMENT, LLC | Former SEC adviser | Jun 22, 2012 | Jul 20, 2015 | no | CANONSBURG, PA | Previous registration |
| ITS ASSET MANAGEMENT, L.P. | Independent wealth | Apr 5, 2006 | Dec 9, 2011 | no | NORTH HAVEN, CT | Previous registration |
| BLUE VASE SECURITIES, LLC | n/a | Jan 15, 2004 | Dec 31, 2004 | no | WASHINGTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 24, 2023 | 18 | Bulk transfer | RIA to ibd |
| PARTNERVEST ADVISORY SERVICES LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jul 20, 2015 | Nov 8, 2019 | 1,572 | Firm change after gap | Other |
| RAYLIANT ASSET MANAGEMENT, LLC | PARTNERVEST ADVISORY SERVICES LLC | Jul 20, 2015 | Dec 9, 2013 | -588 | Firm change after gap | Other |
| ITS ASSET MANAGEMENT, L.P. | RAYLIANT ASSET MANAGEMENT, LLC | Dec 9, 2011 | Jun 22, 2012 | 196 | Firm change | Other |
| BLUE VASE SECURITIES, LLC | ITS ASSET MANAGEMENT, L.P. | Dec 31, 2004 | Apr 5, 2006 | 460 | Firm change after gap | Other |