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Current Employers
Orion Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-09
  • TX RA
    APPROVED
    Since 2025-03-09

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
Sg Long & Company Missoula MT 06/2014 02/2025
Lpl Financial Garland TX 03/2025 Present
Orion Wealth Management Llc Garland TX 03/2025 Present
Previous Registrations
Other Businesses

1- 03/2025 / Orion Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 160 hrs mnth / 8 hrs during mnth / start 02/26/2025 2) 03/11/2025 - Orion Wealth Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 02/28/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 03/11/2025 - Orion Wealth Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/26/2025 -160 Hrs/Mth - 7.5 Hrs During Trading.I provide investment advisory services through Orion Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-29
  • S66 Uniform Combined State Law Examination
    2010-04-29

View on SEC IAPD

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