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Thomas Albert Hamilton

Orion Wealth Management LLC

Richardson, TX

CRD 2742103

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Employer firm

Orion Wealth Management LLC CRD 313698

$16.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Wealth Management Llc

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2025-09-30

Branch Locations

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080 • 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
Pruco Securities, Llc. Plano TX 12/2019 11/2024
Hamilton & Associates Keller TX 07/2013 Present
Prudential Insurance Company Of America Plano TX 09/2020 Present
Lpl Enterprise, Llc Plano TX 11/2024 Present
  • 12/2019 → 11/2024
    Pruco Securities, Llc.
    Plano, TX
  • 07/2013 → Present
    Hamilton & Associates
    Keller, TX
  • 09/2020 → Present
    Prudential Insurance Company Of America
    Plano, TX
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-30
  • S66 Uniform Combined State Law Examination
    2020-06-30

View on SEC IAPD

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