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Sarah Elizabeth Kelton

Orchid Advisory

Dallas, TX

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Current Employers
Orchid Advisory

4801 W Lovers Ln, Dallas, TX 75209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-30
  • TX RA
    APPROVED
    Since 2025-07-30

Branch Locations

4801 W Lovers Ln, Dallas, TX 75209 • 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
Orchid Advisory, Llc Dallas TX 08/2024 Present
Student Austin TX 07/2015 08/2024
  • 08/2024 → Present
    Orchid Advisory, Llc
    Dallas, TX
  • 07/2015 → 08/2024
    Student
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-28
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28

View on SEC IAPD

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