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500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-05-19 |
Branch Locations
500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
Lexington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Advisory Group Ltd | Reading | MA | 03/2010 | 04/2025 |
| Astoria Portfolio Advisors Llc | New York | NY | 04/2025 | Present |
1) 1) Orion Wealth Advisors - 4 Rangeway, Lexington, MA 02420 Nature of Business: Orion Wealth Advisors is my DBA Investment Related: Yes Business Position: Orion Wealth Advisors is my DBA Business Duties: Financial planning and investment management Business Start Date: 03/15/2010 Approximately 120 hours spent on this OBA monthly.
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