Inactive

Cayla Nicole Orris

Theory Planning Partners

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Current Employers

Theory Planning Partners

Marblehead, MA • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-08-11
FL	RA	APPROVED	2026-03-09
MA	RA	APPROVED	2026-02-24
UT	RA	APPROVED	2026-02-17
CA	RA	APPROVED	2026-02-12
NY	RA	APPROVED	2026-02-12
NC	RA	APPROVED	2026-02-12
TX	RA	APPROVED	2026-02-12
WA	RA	APPROVED	2026-02-12

TN RA
APPROVED

Since 2026-08-11
FL RA
APPROVED

Since 2026-03-09
MA RA
APPROVED

Since 2026-02-24
UT RA
APPROVED

Since 2026-02-17
CA RA
APPROVED

Since 2026-02-12
NY RA
APPROVED

Since 2026-02-12
NC RA
APPROVED

Since 2026-02-12
TX RA
APPROVED

Since 2026-02-12
WA RA
APPROVED

Since 2026-02-12

Branch Locations

Woodstock, GA • United States

Marblehead, MA • 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
Theory Planning Partners, Llc	Atlanta	GA	12/2025	Present
Kpmg Us	Atlanta	GA	06/2021	12/2025
Duff & Phelps	Atlanta	GA	06/2019	06/2021
Sofer Advisors	Atlanta	GA	05/2019	07/2019
Voya Financial	Atlanta	GA	05/2018	05/2019
Atkins & Associates, Llc	Roswell	GA	05/2016	09/2017
Unemployed	Atlanta	GA	09/2017	05/2018

12/2025 → Present

Theory Planning Partners, Llc

Atlanta, GA
06/2021 → 12/2025

Kpmg Us

Atlanta, GA
06/2019 → 06/2021

Duff & Phelps

Atlanta, GA
05/2019 → 07/2019

Sofer Advisors

Atlanta, GA
05/2018 → 05/2019

Voya Financial

Atlanta, GA
05/2016 → 09/2017

Atkins & Associates, Llc

Roswell, GA
09/2017 → 05/2018

Unemployed

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-16

S65 Uniform Investment Adviser Law Examination

2026-01-16

View on SEC IAPD

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