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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
923 Elm St #332, Manchester, NH 03102 • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-29 |
Branch Locations
2929 Allen Parkway Suite 200, Houston, TX 77019 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Time2Plan Financial | Houston | TX | 03/2020 | 07/2025 |
| Resource Environmental Services | Houston | TX | 12/2019 | 03/2020 |
| Student | Houston | TX | 07/2019 | 12/2019 |
| Tiaa Endowments | Houston | TX | 07/2018 | 07/2019 |
| Utimco | Austin | TX | 03/2016 | 06/2018 |
| Financial Advice Center, Llc | Manchester | NH | 09/2025 | Present |
Company: Blend Financial, Inc. dba Origin Financial; Investment Related; Address: 548 Market Street, PMB 50966, San Francisco, CA 94104; Title: Freelance / Consultant Financial Planner; Start date: 12/2021 Approx. 2-3 hours per month Provide financial planning guidance / investment advice to platform users.
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