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.

Current firm

ORION WEALTH MANAGEMENT LLC

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

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S66|S63

First exam

Sep 11, 2014

First registration

Aug 31, 2018

Dual registered

yes, broker-dealer

Other names

WESTIN GENTRY

IAPD individual key

5692514

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4b005a52-e52e-218f-444d-a984fce5af74

First observed

Aug 31, 2018

Last observed

Sep 19, 2026 28 h ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.