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Advisor at ORIGIN INVESTMENT ADVISORY LLC
DENVER, CO | 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 | Jan 14, 2025 | n/a | yes | DENVER, CO|SARASOTA, FL | Current employment |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | Independent wealth | Mar 16, 2021 | Mar 13, 2023 | no | Denver, CO | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 18, 2019 | Feb 24, 2021 | no | Mill Valley, CA|Novato, CA|SAN RAFAEL, CA|Novato, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 10, 2016 | Oct 7, 2019 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | ORIGIN INVESTMENT ADVISORY LLC | Mar 13, 2023 | Jan 14, 2025 | 673 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | MOTLEY FOOL WEALTH MANAGEMENT, LLC | Feb 24, 2021 | Mar 16, 2021 | 20 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Oct 7, 2019 | Oct 18, 2019 | 11 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:79:CA:2019-10-07 | Oct 7, 2019 | Oct 18, 2019 | SAN RAFAEL, CA | Firm change |