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Advisor at ORIGIN INVESTMENT ADVISORY LLC
DECATUR, GA | DACULA, GA | SARASOTA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Aug 23, 2022 | n/a | yes | DECATUR, GA|SARASOTA, FL | Current employment |
| PIECE OF WEALTH PLANNING LLC | State registered | Feb 24, 2022 | n/a | yes | DACULA, GA | Current employment |
| CREATIVE PLANNING | Independent wealth | Nov 30, 2020 | Feb 1, 2022 | no | OVERLAND PARK, KS|Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | PIECE OF WEALTH PLANNING LLC | Feb 1, 2022 | Feb 24, 2022 | 23 | Firm change | RIA to state RIA |