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Plymouth Meeting, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED_RES | 2024-08-26 |
| PA | RA | APPROVED | 2024-08-23 |
Branch Locations
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-17 |
Branch Locations
Plymouth Meeting, PA • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harrison's Products - Amazon Store | Norristown | PA | 08/2019 | 12/2019 |
| Facet Wealth | Baltimore | MD | 10/2019 | 07/2024 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2010 | 10/2019 |
| 2Nd Story Wealth Planners | Plymouth Meeting | PA | 08/2024 | Present |
| Origin Investment Advisory Llc | Plymouth Meeting | PA | 12/2025 | Present |
1) 2ND STORY WEALTH PLANNERS; INVESTMENT RELATED: YES; INVESTMENT ADVISOR REP MANAGING CLIENT PORTFOLIOS, PLYMOUTH MEETING, PA; 40 HOURS PER WEEK DURING TRADING HOURS 2) BLEND FINANCIAL, INC. DBA ORIGIN FINANCIAL/ORIGIN INSURANCE SERVICES; ADDRESS: 68 HARRISON AVENUE, SUITE 605 PMB 50966, BOSTON, MA 02111; INVESTMENT RELATED: YES; START DATE: DECEMBER 2025; FINANCIAL PLANNER PROVIDING NON-CONTINUOUS, POINT IN TIME FINANCIAL PLANNING SERVICES FOR APPROXIMATELY 10 HOUR PER MONTH WITH 1 HOUR OR LESS A DAY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-15 |
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