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Advisor at ORION WEALTH MANAGEMENT LLC
RICHARDSON, TX
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 |
|---|---|---|---|---|---|---|
| ORION WEALTH MANAGEMENT LLC | State registered | Sep 30, 2025 | n/a | yes | RICHARDSON, TX | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Jul 11, 2025 | no | PLANO, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Oct 7, 2020 | Nov 14, 2024 | no | Plano, TX|Plano, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | ORION WEALTH MANAGEMENT LLC | Jul 11, 2025 | Sep 30, 2025 | 81 | Firm change | Ibd to state RIA |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |