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12001 Sunrise Valley Drive Suite 400, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-24 |
Branch Locations
12001 Sunrise Valley Drive Suite 400, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Mclean | VA | 07/2023 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Mclean | VA | 08/2022 | 07/2023 |
| United States Marine Corps | Camp Lejeune | NC | 10/2017 | 10/2021 |
| Riser Foods Company | Chagrin Falls | OH | 07/2017 | 09/2017 |
| Full Time Student | Chagrin Falls | OH | 07/2013 | 06/2017 |
| Full Time Student | Reston | VA | 10/2021 | 07/2022 |
| Legacy Wealth Management Inc. | Manassas | VA | 11/2024 | 05/2025 |
| Legacy Associates Inc. | Manassas | VA | 11/2024 | 05/2025 |
| Origin Capital Holdings, Inc. | Herndon | VA | 05/2025 | Present |
| Origin Associates Llc | Herndon | VA | 05/2025 | Present |
| Origin Wealth Management Llc | Herndon | VA | 06/2025 | Present |
ORIGIN ASSOCIATES LLC; INVESTMENT RELATED; 05/2025; HERNDON, VA; INSURANCE AGENT; INSURANCE AND ANNUITY PRODUCT SALES; 24HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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