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Melissa Marie Larson

Larson, Orlan Blaine

Santa Clarita, CA

CRD 7478145

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Employer firm

Larson, Orlan Blaine CRD 134604

$59.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Larson, Orlan Blaine

Santa Clarita, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

Santa Clarita, CA • 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
Martin & Company Valencia CA 11/2018 Present
Vance, Thrift & Biller Cpas Llp Ventura CA 10/2017 11/2018
Benadon, Shapiro & Villalobos Cpas Burbank CA 07/2017 10/2017
Frome & Associates Valencia CA 12/2015 07/2017
  • 11/2018 → Present
    Martin & Company
    Valencia, CA
  • 10/2017 → 11/2018
    Vance, Thrift & Biller Cpas Llp
    Ventura, CA
  • 07/2017 → 10/2017
    Benadon, Shapiro & Villalobos Cpas
    Burbank, CA
  • 12/2015 → 07/2017
    Frome & Associates
    Valencia, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-29
  • S65 Uniform Investment Adviser Law Examination
    2021-12-29

View on SEC IAPD

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