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.

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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jun 20, 2016

First registration

Apr 2, 2019

Dual registered

yes, broker-dealer

Other names

BRIAN D LIBBY

IAPD individual key

6508968

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d8998d78-00fa-e01a-f4c1-643bba119db8

First observed

Apr 2, 2019

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.