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RIA / WealthAdvisor30 years in industry

ORLANDO MOLINA

Advisor at MDX WEALTH MANAGEMENT

SUGARLAND, TX | Burleson, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MDX WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 9, 1996
First registration: Oct 7, 2002
Dual registered: no
IAPD individual key: 2702165

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MDX WEALTH MANAGEMENT	State registered	Apr 22, 2020	n/a	yes	Burleson, TX\|SUGARLAND, TX	Current employment
CALLAWAY FINANCIAL SERVICES	State registered	Sep 11, 2014	Jul 6, 2020	no	ARLINGTON, TX	Previous registration
CALLAWAY FINANCIAL SERVICES	n/a	Feb 25, 2009	Oct 17, 2016	no	ARLINGTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 5, 2005	Feb 27, 2009	no	FT. WORTH, TX\|FORT WORTH, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 27, 2003	Aug 10, 2005	no	FT WORTH, TX	Previous registration
CHOREO, LLC	Independent wealth	Oct 7, 2002	Jul 9, 2003	no	FORT WORTH , TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALLAWAY FINANCIAL SERVICES	MDX WEALTH MANAGEMENT	Jul 6, 2020	Apr 22, 2020	-75	Firm change after gap	Other
CALLAWAY FINANCIAL SERVICES	CALLAWAY FINANCIAL SERVICES	Oct 17, 2016	Sep 11, 2014	-767	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CALLAWAY FINANCIAL SERVICES	Feb 27, 2009	Feb 25, 2009	-2	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 10, 2005	Aug 5, 2005	-5	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 9, 2003	Jun 27, 2003	-12	Bulk transfer	Other

Relationships

Registered with (6)

→ MDX WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 22, 2020 to presentfactForm ADV
→ CALLAWAY FINANCIAL SERVICESRegistered adviserregistration: previous registration
Sep 11, 2014 to Jul 6, 2020factForm ADV
→ CALLAWAY FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 25, 2009 to Oct 17, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 5, 2005 to Feb 27, 2009factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 27, 2003 to Aug 10, 2005factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Oct 7, 2002 to Jul 9, 2003factForm ADV

Dated events

No dated event names this entity yet.