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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-13 |
Branch Locations
Charleston, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-13 |
| SC | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED_RES | 2022-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dwm Financial Group, Inc. | Charleston | SC | 10/2016 | 09/2021 |
| Origin Investment Advisory Llc D.b.a. Origin Financial, Llc | San Francisco | CA | 10/2021 | Present |
| Morrow Retirement Planning | San Francisco | CA | 11/2021 | 12/2021 |
| Hampton Park Financial Planning, Llc | Charleston | SC | 10/2021 | Present |
Name: Origin Investment Advisory LLC, d.b.a. Origin Financial LLC; Investment-Related: Yes; Address: 548 Market Street, San Francisco, CA 94104; Nature of the business: financial services; Start date: 10/20/2021; Position: Financial Planner; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-27 |
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