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RIA / WealthAdvisor28 years in industry

BRETT CHARLES LEACH

Advisor at ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, NE

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Search this name across graphsid dfx:ria:a6479fb5-8c52-58ea-d946-abe8757ad80e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 11, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ORION PORTFOLIO SOLUTIONS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: May 15, 1998
First registration: Jul 11, 2003
Dual registered: no
IAPD individual key: 3013699

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

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	Jan 23, 2020	Jan 6, 2023	no	Geneva, IL\|OMAHA, NE	Previous registration
ORION PORTFOLIO SOLUTIONS, LLC	Former SEC adviser	Jan 5, 2017	Dec 31, 2019	no	Hebron, KY\|Geneva, IL	Previous registration
ENVESTNET PMC	Independent wealth	May 10, 2007	Feb 16, 2011	no	BERWYN, PA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Apr 28, 2004	Mar 23, 2006	no	GENEVA, IL\|ST. CHARLES, IL\|WHEATON, IL\|CRYSTAL LAKE, IL	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 11, 2003	Jan 23, 2004	no	GENEVA, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
ENVESTNET PMC	ORION PORTFOLIO SOLUTIONS, LLC	Feb 16, 2011	Jan 5, 2017	2,150	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	ENVESTNET PMC	Mar 23, 2006	May 10, 2007	413	Firm change after gap	Other
FSC SECURITIES CORPORATION	CETERA ADVISOR NETWORKS LLC	Jan 23, 2004	Apr 28, 2004	96	Firm change	Other

Relationships

Registered with (5)

→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: current employment
Jan 24, 2023 to presentfactForm ADV
→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jan 23, 2020 to Jan 6, 2023factForm ADV
→ ENVESTNET PMCRegistered adviserregistration: previous registration
May 10, 2007 to Feb 16, 2011factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Apr 28, 2004 to Mar 23, 2006factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 11, 2003 to Jan 23, 2004factForm ADV

Dated events

No dated event names this entity yet.