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Advisor at DYNAMIC
ELKHORN, NE | PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| Dynamic | Independent wealth | Jul 14, 2021 | n/a | yes | PHOENIX, AZ|ELKHORN, NE | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Apr 13, 2020 | Jun 30, 2021 | no | OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Aug 29, 2011 | Apr 6, 2020 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | Dynamic | Jun 30, 2021 | Jul 14, 2021 | 14 | Firm change | RIA to RIA |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Apr 6, 2020 | Apr 13, 2020 | 7 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107975:125446:NE:2020-04-06 | Apr 6, 2020 | Apr 13, 2020 | OMAHA, NE | Firm change |