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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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 23, 2023 | n/a | yes | OMAHA, NE | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 13, 2020 | Jan 6, 2023 | no | OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 22, 2010 | Dec 31, 2019 | no | OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 23, 2023 | 17 | Bulk transfer | RIA to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2019 | Jan 13, 2020 | 13 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107975:125446:NE:2019-12-31 | Dec 31, 2019 | Jan 13, 2020 | OMAHA, NE | Firm change |