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Advisor at BLEND WEALTH
INDIANAPOLIS, IN
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 |
|---|---|---|---|---|---|---|
| BLEND WEALTH | State registered | Sep 3, 2021 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Oct 31, 2022 | Aug 4, 2023 | no | SARASOTA, FL|INDIANAPOLIS, IN | Previous registration |
| SHORELINE WEALTH ADVISORS | Former SEC adviser | Jul 31, 2018 | Sep 28, 2021 | no | NEW CASTLE, IN|CARMEL, IN | Previous registration |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | Independent wealth | May 3, 2013 | Jul 2, 2018 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | Aug 4, 2023 | n/a | n/a | Departure no registered destination | Departure |
| SHORELINE WEALTH ADVISORS | BLEND WEALTH | Sep 28, 2021 | Sep 3, 2021 | -25 | Firm change | RIA to state RIA |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | SHORELINE WEALTH ADVISORS | Jul 2, 2018 | Jul 31, 2018 | 29 | Firm change | RIA to RIA |