Inactive

Han Xue

Origin Investment Advisory LLC

White Settlement, TX

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Current Employers

Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-27
GA	RA	APPROVED	2022-07-25

TX RA
APPROVED

Since 2023-11-27
GA RA
APPROVED

Since 2022-07-25

Branch Locations

Sarasota, FL • United States

White Settlement, TX • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc	Seattle	WA	07/2019	12/2019
U.S Army	New York City	NY	03/2014	03/2018
Texas Tech University-Grad School	Lubbock	TX	04/2018	06/2019
Gerloftin Wealth Advisors, Llc	Johns Creek	GA	12/2021	04/2022
Tembion Capital Management, Llc	Santa Fe	NM	07/2020	10/2021
Unemployed	Duluth	GA	01/2020	06/2020
Origin Financial	Boston	MA	06/2022	Present

07/2019 → 12/2019

Ameriprise Financial Services, Inc

Seattle, WA
03/2014 → 03/2018

U.S Army

New York City, NY
04/2018 → 06/2019

Texas Tech University-Grad School

Lubbock, TX
12/2021 → 04/2022

Gerloftin Wealth Advisors, Llc

Johns Creek, GA
07/2020 → 10/2021

Tembion Capital Management, Llc

Santa Fe, NM
01/2020 → 06/2020

Unemployed

Duluth, GA
06/2022 → Present

Origin Financial

Boston, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-11

S63 Uniform Securities Agent State Law Examination

2022-02-11

Designations

View on SEC IAPD

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