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Cathleen Elizabeth Crews

Orchid Advisory

Dallas, TX

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Current Employers
Orchid Advisory

4801 W Lovers Ln, Dallas, TX 75209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-19
  • TX RA
    APPROVED
    Since 2023-09-19

Branch Locations

4801 W Lovers Ln, Dallas, TX 75209 • 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
Jpmorgan Chase Bank Na Dallas TX 03/2014 08/2018
Matter Family Office Dallas TX 10/2018 08/2023
Orchid Advisory, Llc Dallas TX 08/2023 Present
  • 03/2014 → 08/2018
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 10/2018 → 08/2023
    Matter Family Office
    Dallas, TX
  • 08/2023 → Present
    Orchid Advisory, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-30
S63 Uniform Securities Agent State Law Examination 2014-03-31
  • S65 Uniform Investment Adviser Law Examination
    2018-10-30
  • S63 Uniform Securities Agent State Law Examination
    2014-03-31
Other Names
  • Cathleen Crews

View on SEC IAPD

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