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Detailed Report
AVERY CHAPMAN COOK
CRD#: 2987773
IA
Investment Adviser
B
Broker
ORION PORTFOLIO SOLUTIONS, LLCCRD#: 107975 1055 Westlakes Drive
Suite 250
Berwyn, PA 19312
BRINKER CAPITAL SECURITIES, LLCCRD#: 38123 1055 WESTLAKES DRIVE
SUITE 250
BERWYN, PA 19312
Registration History
199820002002200420062008201020122014201620182020202220242026IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 107975)2023 - Present (2 years)BBRINKER CAPITAL SECURITIES, LLC (CRD# 38123)1999 - Present (25 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)1998 - 1998 (<1 year)IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 125446)2022 - 2023 (1 year)IABRINKER CAPITAL INVESTMENTS, LLC. (CRD# 107975)2020 - 2021 (1 year)IABRINKER CAPITAL INC (CRD# 111743)2006 - 2020 (14 years)
License(s)

State Registrations

B
Alabama 10/21/2021
B
Nebraska 4/11/2018
B
Alaska 10/21/2021
IA
Nebraska 1/24/2023
B
Arizona 4/11/2018
B
Nevada 4/11/2018
B
Arkansas 4/11/2018
B
New Hampshire 4/11/2018
B
California 4/11/2018
B
New Jersey 10/21/2021
B
Colorado 4/11/2018
B
New Mexico 4/11/2018
B
Connecticut 4/11/2018
B
New York 4/11/2018
B
Delaware 10/21/2021
B
North Carolina 10/21/2021
B
District of Columbia 10/21/2021
B
North Dakota 4/11/2018
B
Florida 10/21/2021
B
Ohio 10/21/2021
B
Georgia 10/21/2021
B
Oklahoma 4/11/2018
B
Hawaii 4/11/2018
B
Oregon 10/21/2021
B
Idaho 4/11/2018
B
Pennsylvania 11/6/2000
B
Illinois 4/11/2018
B
Puerto Rico 10/21/2021
B
Indiana 10/21/2021
B
Rhode Island 4/11/2018
B
Iowa 4/11/2018
B
South Carolina 10/21/2021
B
Kansas 4/11/2018
B
South Dakota 4/11/2018
B
Kentucky 10/21/2021
B
Tennessee 10/21/2021
B
Louisiana 4/11/2018
B
Texas 4/11/2018
B
Maine 4/11/2018
B
Utah 4/11/2018
B
Maryland 10/21/2021
B
Vermont 4/11/2018
B
Massachusetts 4/11/2018
B
Virgin Islands 10/21/2021
B
Michigan 10/21/2021
B
Virginia 10/21/2021
B
Minnesota 4/11/2018
B
Washington 10/21/2021
B
Mississippi 10/21/2021
B
West Virginia 10/21/2021
B
Missouri 4/11/2018
B
Wisconsin 4/11/2018
B
Montana 4/11/2018
B
Wyoming 4/11/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ORION PORTFOLIO SOLUTIONS, LLC (CRD#:107975)
1055 Westlakes Drive Suite 250, Berwyn, PA 19312
Registered with this firm since 1/24/2023
B
BRINKER CAPITAL SECURITIES, LLC (CRD#:38123)
1055 WESTLAKES DRIVE SUITE 250, BERWYN, PA 19312
Registered with this firm since 9/14/1999
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/10/2022 - 01/06/2023 ORION PORTFOLIO SOLUTIONS, LLC (CRD#:125446) Berwyn, PA
IA
 10/16/2020 - 12/31/2021 BRINKER CAPITAL INVESTMENTS, LLC. (CRD#:107975) BERWYN, PA
IA
 05/10/2006 - 10/16/2020 BRINKER CAPITAL INC (CRD#:111743) BERWYN, PA
B
 02/04/1998 - 09/09/1998 VANGUARD MARKETING CORPORATION (CRD#:7452) MALVERN, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.