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.
Advisor moves
Arrivals at Orion Portfolio Solutions, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brittany A. Saunders | Jefferies Investment Advisers LLC mixed wealth | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Sep 14, 2026 |
| Aidan Thomas Boyle | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Orion Portfolio Solutions, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2026 | May 11, 2026 |
| Michael Yasin | Strategic Advisers LLC national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Jul 29, 2026 (111 d) |
| Cedric Xavier Louit | Total Wealth Planning, LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Jul 6, 2026 (105 d) |
| Zachary John Bereznak | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Orion Portfolio Solutions, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 20, 2026 | Feb 17, 2026 |
| Michael Edward Lenge | Wealthcare Advisory Partners LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2025 | Feb 23, 2026 (66 d) |
| Gregory Allison | Bny Mellon Advisors, Inc. independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2025 | Aug 26, 2025 |
| Sharlyn Yap Leh | Assetmark, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2025 | Nov 12, 2025 (91 d) |
| Benjamin Maniscalco | Assetmark, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2025 | Jul 28, 2025 (34 d) |
| Nathan A Pavao | Edward Jones national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2025 | Mar 7, 2025 (39 d) |
| Thomas Riley Sampson | Sei Investments Management Corp other | Orion Portfolio Solutions, LLC BD affiliated | Other | Dec 9, 2024 | Jan 17, 2025 (39 d) |
| Jeffrey Francis Carne | Ameritas Advisory Services, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Jan 29, 2025 (57 d) |
| Kyle Arthur Booras | Signal Advisors Wealth, LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 12, 2024 | Dec 3, 2024 |
| Douglas Vincent Eatough | Summit Global Investments, LLC mixed wealth | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2024 | Jun 15, 2026 (655 d) |
| Riley T Salmon | Vanguard Advisers, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2024 | Jul 29, 2024 |
| Jason Jack Turesky | Raymond James Financial Services Advisors, Inc BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2024 | Jul 21, 2026 (727 d) |
| Erik Michael Hardin | Sei Investments Management Corp other | Orion Portfolio Solutions, LLC BD affiliated | Other | Jul 23, 2024 | Sep 11, 2024 (50 d) |
| Anthony Jose Calderon | Trajan Wealth, L.L.C. independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 21, 2024 | Jun 28, 2024 |
| Trevor James Noble | Sei Investments Management Corp other | Orion Portfolio Solutions, LLC BD affiliated | Other | Jun 12, 2024 | Jun 28, 2024 |
| Jackson Clark | Florida Financial Advisors, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2024 | Aug 11, 2025 (456 d) |
| Naveed Basri | Citigroup Global Markets Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2024 | May 20, 2024 (35 d) |
| Andrei Emanuel Petre | Masterworks Advisers, LLC asset manager | Orion Portfolio Solutions, LLC BD affiliated | Other | Mar 21, 2024 | Oct 23, 2024 (216 d) |
| Michael T Jeffries | Cetera Investment Advisers LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2024 | Apr 11, 2024 (38 d) |
| Kevin George Vonseggern | Fbl Wealth Management, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Sep 11, 2024 (215 d) |
| Madelyn Anne Corcoran | Cetera Investment Advisers LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2023 | Feb 14, 2024 (69 d) |
| Jefferson Francis Bartley | Capital Client Group, Inc. no RAUM | Orion Portfolio Solutions, LLC BD affiliated | Other | Nov 13, 2023 | Jun 26, 2024 (226 d) |
| Mcbee Nmn Butcher | Sei Investments Management Corp other | Orion Portfolio Solutions, LLC BD affiliated | Other | Nov 8, 2023 | Nov 4, 2024 (362 d) |
| Nicholas Codola | Wealthplan Investment Management LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2023 | Dec 1, 2023 (42 d) |
| Daniel Christopher Gorman | Halo Investment Services, LLC other | Orion Portfolio Solutions, LLC BD affiliated | Other | Oct 9, 2023 | Jun 28, 2024 (263 d) |
| Amalea Zegarzewski | Cetera Advisors LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Sep 8, 2023 |
| Shelly Lane Dukes | Raymond James Financial Services Advisors, Inc BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2023 | Sep 19, 2023 |
| Victoria Noelle Singletary | Envestnet Pmc independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2023 | Jul 25, 2023 |
| Malcolm Kirk Leslie | Envestnet Pmc independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2023 | Apr 1, 2026 (1027 d) |
| Edward Gabriel Cruz | LPL Financial LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2023 | Jan 15, 2026 (989 d) |
| Joshua Christopher Mitchell | Charles Schwab & Co., Inc. national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 25, 2023 | Aug 25, 2023 (212 d) |
| Jacob Patrick Moran | Ameriprise Financial Services, LLC national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2022 | Jun 8, 2023 (226 d) |
| Gabriella Marie Gonzalez | Florida Financial Advisors, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Jul 19, 2023 (289 d) |
| Thomas Jon Piazzi | Assetmark, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2022 | Jul 14, 2023 (353 d) |
| Alyssa Josephs Seidl | Assetmark, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2022 | Jun 27, 2023 (390 d) |
| Robert Landon Patterson | Capital Client Group, Inc. no RAUM | Orion Portfolio Solutions, LLC BD affiliated | Other | Oct 14, 2021 | Aug 21, 2023 (676 d) |
| Molly Elizabeth Housand | Td Ameritrade, Inc. no RAUM | Orion Portfolio Solutions, LLC BD affiliated | Other | Sep 2, 2021 | Jul 14, 2025 (1411 d) |
| Ryan Alexei Szabo | Vanguard Advisers, Inc. BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2021 | Jun 15, 2021 |
| Dominick P Ammirato | Bny Mellon Securities Corporation BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2021 | Jul 20, 2021 (36 d) |
| Frank Herbert Nickel | Morgan Stanley wirehouse | Orion Portfolio Solutions, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2021 | Jun 11, 2021 |
| Charles Anthony Aronica | Ladenburg Thalmann Asset Management Inc independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2021 | May 13, 2021 |
| Mark Andrew Audrain | Copper Financial independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2021 | Jun 9, 2023 (792 d) |
| Gina Marie Kenney | Sei Investments Management Corp asset manager | Orion Portfolio Solutions, LLC BD affiliated | Other | Jul 1, 2019 | Mar 2, 2026 (2436 d) |
| Grant Henry Saunders | Capital Client Group, Inc. no RAUM | Orion Portfolio Solutions, LLC BD affiliated | Other | Nov 5, 2018 | Dec 5, 2023 (1856 d) |
| Emily Lynn Gross | Beaumont Financial Partners LLC independent RIA | Orion Portfolio Solutions, LLC mixed wealth | RIA to RIA | Jul 30, 2018 | Jul 31, 2018 |
| Kristopher Alan Heig | Cwm, LLC independent RIA | Orion Portfolio Solutions, LLC mixed wealth | RIA to RIA | Apr 2, 2018 | Apr 10, 2018 |
| Ronald Earl Pruitt | Envestnet Pmc other | Orion Portfolio Solutions, LLC BD affiliated | Other | Sep 13, 2017 | Jan 2, 2026 (3033 d) |
| Jesse David Bargstadt | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Orion Portfolio Solutions, LLC mixed wealth | Other | Feb 3, 2017 | Apr 13, 2018 (434 d) |
| Troy Edward Woods | Ameritas Advisory Services other | Orion Portfolio Solutions, LLC other | Other | May 26, 2015 | Jun 4, 2015 |
| Paul Robert Wick | Td Ameritrade Investment Management, LLC other | Orion Portfolio Solutions, LLC other | Other | Mar 18, 2015 | Apr 22, 2015 (35 d) |
| Jaclyn Adams Peal | Securities America Advisors, Inc. other | Orion Portfolio Solutions, LLC other | Other | Mar 6, 2015 | Apr 1, 2015 |
| Brian David Towner | Hilltop Securities Inc. other | Orion Portfolio Solutions, LLC other | Other | Dec 24, 2014 | Jan 9, 2015 |
| Benjamin Scott Stout | Pruco Securities, LLC other | Orion Portfolio Solutions, LLC other | Other | Dec 31, 2013 | Jul 8, 2015 (554 d) |
| Deborah Lynn Koch | Manarin Investment Counsel Ltd other | Orion Portfolio Solutions, LLC other | Other | Sep 6, 2013 | Oct 17, 2013 (41 d) |
| John Peter Browning | Edward Jones national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2011 | Aug 18, 2023 (4452 d) |
| Nicole Laurel Kramer | Hewitt Investment Group LLC unclassified | Orion Portfolio Solutions, LLC BD affiliated | Other | Sep 30, 2010 | Jan 7, 2025 (5213 d) |
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65 moves match.