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Current Employers
Brindle & Bay Financial Advisors, Llc

5899 Preston Rd Ste. 1103, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • SC RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

Greer, SC • United States

5899 Preston Rd Ste. 1103, Frisco, TX 75034 • United States

Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-15
  • SC RA
    APPROVED
    Since 2025-07-15

Branch Locations

Sarasota, FL • United States

Greer, SC • 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
Bona Fide Finance Bismark ND 05/2020 12/2024
Galmegi Brewing Company Busan 03/2013 04/2021
Resolute Capital, Llc Dba Trunorth Advisors Greenville SC 01/2025 10/2025
Magni Publicani, Llc Bismarck ND 06/2020 12/2024
Blend Financial Inc. Dba Origin Financial Boston MA 07/2025 Present
Brindle & Bay Financial Advisors, Llc Frisco TX 11/2025 Present
Granite Wealth, Llc Greer SC 08/2025 Present
  • 05/2020 → 12/2024
    Bismark, ND
  • 03/2013 → 04/2021
    Galmegi Brewing Company
    Busan
  • 01/2025 → 10/2025
    Resolute Capital, Llc Dba Trunorth Advisors
    Greenville, SC
  • 06/2020 → 12/2024
    Magni Publicani, Llc
    Bismarck, ND
  • 07/2025 → Present
    Blend Financial Inc. Dba Origin Financial
    Boston, MA
  • 11/2025 → Present
    Frisco, TX
  • 08/2025 → Present
    Granite Wealth, Llc
    Greer, SC
Previous Registrations
Other Businesses

(1) Name: Granite Wealth, LLC. Investment-Related: No. Address: Greer, SC. Nature: Tax Preparation and Tax Consulting. Position: Owner/Operator, Tax Preparer, Tax Consultant. Start Date: 8/2025. Approximate hours per month: 5. Approximate hours during securities trading hours: 0. Duties: Prepare income tax returns; provide consulting regarding tax strategies. (2) Name: Blend Financial Inc. dba Origin Financial. Investment-Related: Yes. Address: Boston, MA. Nature: Registered Investment Adviser. Position: Financial Planning Consultant. Start Date: 7/2025. Approximate hours per month: 5. Approximate hours during securities trading hours: 0. Duties: Provide financial planning consulting regarding financial planning topics related to South Korea and Guam.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-30
  • S65 Uniform Investment Adviser Law Examination
    2020-03-30
Designations

View on SEC IAPD

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