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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Rafael | CA | 07/2016 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 10/2019 |
| Jp Morgan Securities, Llc | Mill Valley | CA | 10/2019 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Mill Valley | CA | 10/2019 | 02/2021 |
| Motley Fool Wealth Management | Alexandria | VA | 02/2021 | 03/2023 |
| Epiphany Financial Therapy | Denver | CO | 03/2023 | Present |
| Origin Investment Advisory, Llc | Denver | CO | 01/2025 | Present |
Epiphany Financial Therapy, LLC, Investment related, Owner/Financial Therapist, Denver, CO. Investment related business conducting financial education and coaching, March 2023, approximately 20 hours/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-18 |
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