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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-22 |
Branch Locations
2605 Sagebrush Dr #102, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Dallas | TX | 09/2008 | 10/2018 |
| Raymond James Financial Services, Inc. | Flower Mound | TX | 10/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Flower Mound | TX | 10/2018 | Present |
| Orbin Cooper Wealth Management Inc. | Flower Mound | TX | 10/2016 | Present |
| Orbin Cooper Wealth Management Inc. | Lewisville | TX | 10/2018 | 12/2024 |
(1(1)Name of Business: Orbin Wealth Management Address: 2605 Sagebrush Drive #242, Flower Mound, TX, 75028, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Company for Financial Services business. Going to use Orbin Wealth Management in the future and no longer going to use Orbin & Copper Wealth Management,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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