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98 San Jacinto Blvd #400, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Austin | TX | 10/2013 | 04/2018 |
| Waterloo Capital Management | Austin | TX | 04/2018 | 12/2018 |
| Orchard Financial Group, Llc | Austin | TX | 12/2018 | Present |
| Blend Financial, Inc Dba Origin Financial | San Francisco | CA | 12/2020 | Present |
NAME OF BUSINESS : Orchard Financial Group, LLC ADDRESS: 10828 PALL MALL DRIVE, AUSTIN, TX, 78748 NATURE OF THE BUSINESS: INVESTMENT ADVISOR POSITION/TITLE: OWNER/CCO INVESTMENT RELATED: YES START DATE: 12/2018 THIS IS A FULL-TIME POSITION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-28 |
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