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

ORIGIN INVESTMENT ADVISORY LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 15, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 15, 2006

First registration

Mar 22, 2010

Dual registered

no

Other names

TARIF J CARSON

IAPD individual key

5083445

• Occurred

  Jul 31, 2024
  Advisor changed firm

  Tarif Jamal Carson left Facet for 2Nd Story Wealth Planners (registered 2024-08-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a7259be2-8ed4-044a-2834-e309c669c9fb

First observed

Mar 22, 2010

Last observed

Sep 15, 2026 5 days 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.