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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-26 |
| LA | RA | APPROVED | 2021-10-19 |
| TX | RA | APPROVED | 2021-10-19 |
| GA | RA | APPROVED | 2018-08-16 |
Branch Locations
12600 Deerfield Parkway, Alpharetta, GA 30004 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | 07/2018 |
| Self-Employed Cfp | Alpharetta | GA | 11/1997 | Present |
| Morr Capital Management, Inc. | Alpharetta | GA | 05/2009 | 12/2016 |
| Retirement Wealth Advisors | Alpharetta | GA | 07/2018 | Present |
| Proactive Tax Planning, Llc | Alpharetta | GA | 06/2019 | Present |
| The Eagle Team | Woodbury | MN | 04/2005 | Present |
| My Legacy Lock | Mesa | AZ | 11/2019 | 12/2020 |
MARK J. ORR, CFP; INVESTMENT RELATED; 12600 DEERFIELD PARKWAY, #100, ALPHARETTA, GA 30004; LIFE INSURANCE AND ANNUITIES; SOLE PROPRIETOR; STARTED 11/1997; 100 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; LIFE INSURANCE AND ANNUITY SALES/SERVICE. PROACTIVE TAX PLANNING, LLC; INVESTMENT RELATED; 12600 DEERFIELD PARKWAY, #100, ALPHARETTA, GA 30004; TAX PLANNING AND PREPARATION; OWNER; STARTED 06/2019; 30 HOURS/MONTH DEVOTED; 15 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER TAX PREPARATION AND PLANNING SERVICES. THE EAGLE TEAM; INVESTMENT RELATED; 563 BIELENBURG PKWY, SUITE 105, WOODBURY, MN 55125; INSURANCE; INSURANCE AGENT; STARTED 04/2005; 20-25 HOURS/MONTH DEVOTED; 15-20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. AMAZE BROKERS; NON INVESTMENT RELATED; 12600 DEERFIELD PKY, SUITE 100, ALPHARETTA, GA 30004; INDEPENDENT INSURANCE BROKER; STARTED 07/2024; 5-10 HOURS/WEEK; SELLING AMAZE HEALTH EMPLOYEE BENEFITS PROGRAM TO SMALL BUSINESSES AND ORGANIZATIONS THE SHRED METHOD; NON INVESTMENT RELATED; WWW.THESHREDMETHOD.COM; NON-EMPLOYEE AFFILIATE; STARTED 11/17/25; 10-15 HOURS/MONTH; INTRODUCE PROGRAM TO PEOPLE WHO WANT TO ELIMINATE THEIR MORTGAGE AND DEBTS WITHOUT CHANGING THEIR LIFESTYLE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-03 |
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