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Current Employers
Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sarasota, FL • United States

Aliso Viejo, CA • United States

Eden Financial

15 Enterprise Ste 250, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

15 Enterprise Ste 250, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guess By Marciano Brea CA 11/2015 11/2016
J.P.MOrgan Securities Llc Newport Beach CA 03/2016 01/2023
Eden Financial, Llc Aliso Viejo CA 01/2023 Present
Nordstrom Newport Beach CA 10/2023 03/2024
Aliso Viejo Chamber Of Commerce Aliso Viejo CA 10/2023 Present
Origin Investment Advisory Llc Boston MA 04/2024 Present
  • 11/2015 → 11/2016
    Guess By Marciano
    Brea, CA
  • 03/2016 → 01/2023
    J.P.MOrgan Securities Llc
    Newport Beach, CA
  • 01/2023 → Present
    Eden Financial, Llc
    Aliso Viejo, CA
  • 10/2023 → 03/2024
    Nordstrom
    Newport Beach, CA
  • 10/2023 → Present
    Aliso Viejo Chamber Of Commerce
    Aliso Viejo, CA
  • 04/2024 → Present
    Boston, MA
Previous Registrations
  • 2016-04-11 → 2023-01-17
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
  • 2014-06-03 → 2016-02-24
    Waddell & Reed
    Irvine, CA
Other Businesses

Entity Name: Arbonne Investment related: No Address: https://www.arbonne.com/us/en Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 07/10/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Health and wellness company, independent consultant selling health and wellness products. no connection to JPMC or my role. Entity Name: Aliso Viejo Chamber of Commerce Investment related: No Address: https://alisoviejochamber.com/ Nature of the other business: Chamber of Commerce Position/Title/Relationship: Contractor Start Date: 10/17/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sending out marketing emails and posting to social media for the Aliso Viejo Chamber of Commerce

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-02
  • S66 Uniform Combined State Law Examination
    2014-06-02
Designations
Other Names
  • Nycole Berlyn Blackstone

View on SEC IAPD

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