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Advisor at MNM VESTED, LLC
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| MNM VESTED, LLC | State registered | Apr 8, 2019 | n/a | yes | HOUSTON, TX | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Jun 24, 2021 | May 1, 2026 | no | KATY, TX|SARASOTA, FL | Previous registration |
| NORTHERN FINANCIAL ADVISORS, INC | Independent wealth | May 22, 2006 | Aug 27, 2009 | no | BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | May 1, 2026 | n/a | n/a | Departure no registered destination | Departure |
| NORTHERN FINANCIAL ADVISORS, INC | MNM VESTED, LLC | Aug 27, 2009 | Apr 8, 2019 | 3,511 | Firm change after gap | RIA to state RIA |