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Orvida Investment Advisors CRD 331037
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-05 |
| NV | RA | APPROVED | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orvida Investment Advisors, Llc | Las Vegas | NV | 03/2024 | Present |
| Orvida Capital, Llc | Las Vegas | NV | 06/2023 | Present |
| Kingsbarn Realty Capital | Las Vegas | NV | 01/2021 | 06/2023 |
| New York University | New York | NY | 01/2020 | 05/2021 |
| Factright, Llc | Eden Prairie | MN | 11/2018 | 11/2019 |
| Aei Capital Corporation | St Paul | MN | 07/2017 | 11/2018 |
| Macalester College | St Paul | MN | 08/2013 | 05/2017 |
| Orvida Real Estate Consulting, Llc | Las Vegas | NV | 03/2024 | Present |
| Millennium Commercial Properties | Las Vegas | NV | 12/2022 | Present |
| World Equity Group, Inc. | Las Vegas | NV | 03/2025 | Present |
1.Millennium Commercial Properties; Not investment related; 3900 S Hualapai Way, Las Vegas, NV, 89147; Nature of OBA: Real Estate Brokerage in Nevada that brokers the purchase/sale of real property; Posn/Title: Broker-Salesperson; Start Date: 12/22/2022; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: Agent of this Real Estate Brokerage in Nevada, and in that capacity I broker the purchase/sale of real property. 2. Orvida Real Estate Consulting, LLC; Not investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Provides consulting services for real estate holdings; Posn/Title: Manager; Start Date: 03/11/24; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: Provide consulting services for real estate holdings, not investment related. 3. Orvida Capital, LLC; Investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Orvida Capital, LLC is a Nevada Master Series LLC which holds Orvida Series LLCs (ex: Orvida Investment Advisors; Orvida Real Estate Consulting). In other words, it's a holding company.; Posn/Title: Managing Member; Start Date: 06/24/22; Approx No of Hrs/Mth for OBA: 0 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 0 Hrs; Duties: Manage the company. 4. Orvida Investment Advisors, LLC; Investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Registered Investment Advisory Firm, registered in Nevada and California; Posn/Title: Manager; Start Date: 03/12/2024; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: principal of the company, and also a IAR of the company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-06 |
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