DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tammy Jo Christensen

Orion Portfolio Solutions, LLCBD affiliatedOmaha, Nedual registrantIAPD 3218230

Feed of 09/14/2026

Also filed as Tammy Jo Rasplicka

At current firm

3 y

since Jan 17, 2023

In the industry

27 y

since Jun 3, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Orion Portfolio Solutions, LLC BD affiliated current
since Jan 17, 2023 · Omaha, Ne
Orion Portfolio Solutions, LLC former
Apr 6, 2022 to Jan 6, 2023 · Omaha, Ne
Cwm, LLC BD affiliated
Feb 22, 2017 to Feb 7, 2022 · Omaha, Ne
Stockcross Financial Services, Inc. unclassified
Apr 8, 2014 to Mar 21, 2017 · Omaha, Ne
First National Capital Markets, Inc. former
Jun 22, 2011 to Mar 12, 2012 · Omaha, Ne
MML Investors Services, LLC BD affiliated
Aug 21, 2009 to Jul 23, 2010 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLC
left Jan 6, 2023, registered Jan 17, 2023 (11 days) · corporate re-registration, not a move
Cwm, LLC to Orion Portfolio Solutions, LLC
left Feb 7, 2022, registered Apr 6, 2022 (58 days) · Affiliated broker-dealer or bank to independent RIA
Stockcross Financial Services, Inc. to Cwm, LLC
left Mar 21, 2017, registered Feb 22, 2017 (-27 days) · Other
First National Capital Markets, Inc. to Stockcross Financial Services, Inc.
left Mar 12, 2012, registered Apr 8, 2014 (757 days) · Other
MML Investors Services, LLC to First National Capital Markets, Inc.
left Jul 23, 2010, registered Jun 22, 2011 (334 days) · Other

Signals

Tammy Jo Christensen left Cwm, Llc for Orion Portfolio Solutions, Llc (registered 2022-04-06)
Feb 7, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address