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Mantas Tautkus

Origin Investment Advisory LLC

Sarasota, FL

Lake Barrington, IL

Mt Financial Planning

Lake Barrington, IL

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Current Employers
Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-12-16
  • IL RA
    APPROVED
    Since 2021-12-16

Branch Locations

Sarasota, FL • United States

5067 Shoreline Road, Lake Barrington, IL 60010 • United States

Mt Financial Planning

5067 Shoreline Rd, Lake Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-05-27
  • IL RA
    APPROVED
    Since 2020-05-27

Branch Locations

5067 Shoreline Rd, Lake Barrington, IL 60010 • 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
Edward Jones St Louis MO 12/2014 05/2020
Mt Financial Planning, Inc Lake Barrington IL 01/2020 Present
Origin Financial San Francisco CA 12/2021 Present
  • 12/2014 → 05/2020
    Edward Jones
    St Louis, MO
  • 01/2020 → Present
    Mt Financial Planning, Inc
    Lake Barrington, IL
  • 12/2021 → Present
    Origin Financial
    San Francisco, CA
Previous Registrations
Other Businesses

MT Financial Planning Inc. / Investment Related / Investment Advisory / Owner / May 2020 / 150 hours per month / 150 hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-21
  • S66 Uniform Combined State Law Examination
    2010-06-21
Designations

View on SEC IAPD

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