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Advisor at ORIGIN INVESTMENT ADVISORY LLC
Atlanta, GA | SARASOTA, FL | BUFORD, GA
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 |
|---|---|---|---|---|---|---|
| MOTUS WEALTH | State registered | Feb 7, 2022 | n/a | yes | Atlanta, GA | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Jan 7, 2022 | n/a | yes | BUFORD, GA|SARASOTA, FL | Current employment |
| ELWOOD & GOETZ | Independent wealth | Aug 19, 2021 | Dec 17, 2021 | no | ATHENS, GA | Previous registration |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Jul 10, 2019 | Jun 17, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELWOOD & GOETZ | ORIGIN INVESTMENT ADVISORY LLC | Dec 17, 2021 | Jan 7, 2022 | 21 | Firm change | RIA to new firm |
| TRUEWEALTH MANAGEMENT | ELWOOD & GOETZ | Jun 17, 2020 | Aug 19, 2021 | 428 | Firm change after gap | RIA to RIA |