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141 Cooper Rd, Voorhees, NJ 08043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-16 |
| PA | RA | APPROVED | 2024-07-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Solutions Llc | Cherry Hill | NJ | 12/2014 | 06/2024 |
| Orion Financial Advisors Llc | Marlton | NJ | 09/2023 | Present |
| Guardian Mortgage Group | Huntington Beach | CA | 01/2018 | Present |
| Gazelle, Inc. | Cherry Hill | NJ | 01/2017 | Present |
Orion Financial Advisors LLC - This business is investment-related. The address is 141 Cooper Rd, Voorhees NJ 08043. The nature of the other business is insurance sales involving life and health insurance sales. My position is Independent Advisor with this business. The start date of this relationship is 09/19/2023. I devote approximately 25 hours/month to this business. The number of hours I devote during securities trading hours is 5 hours/month. My duties relating to this business are insurance sales. Guardian Mortgage Group - This business is not investment-related. The address is 8270 Kendall Dr, Huntington Beach CA 92646. The nature of this other business is residential home loans. I am a 50% member in this business. My position is Mortgage Loan Officer with this business. The start date of this relationship is 01/2018. The approximate number of hours/month devoted to this business is 4 hours/month. The number of hours I devote to this business during securities trading hours are zero. My duties as it relates to this business are helping clients analyze their income, down payment and credit history to choose the right loan program. Gazelle, Inc. - This business is not invesment-related. The address of this other business is 1422 Autumn Ln, Cherry Hill NJ 08003. This business is a travel agency. I am a 16% shareholder in the business. The start date of this relationship is 01/2017. I devote 1 hour/month to this business. I devote zero hours/month to this business during securities trading hours. My duty relating to this business is office work that entails overseeing and coordinating various administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-29 |
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