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Advisor at ORION PORTFOLIO SOLUTIONS, LLC
Berwyn, PA | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 13, 2023 | n/a | yes | OMAHA, NE|Berwyn, PA | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 6, 2022 | Jan 6, 2023 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 15, 2020 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Nov 17, 2010 | Oct 15, 2020 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 13, 2023 | 7 | Bulk transfer | RIA to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2021 | Jan 6, 2022 | 6 | Bulk transfer | Ibd to RIA |
| BRINKER CAPITAL INC | ORION PORTFOLIO SOLUTIONS, LLC | Oct 15, 2020 | Oct 15, 2020 | 0 | Bulk transfer | Ibd to ibd |