Loren B. Kayfetz

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CRD#: 1005250

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Loren Bruce Kayfetz, CFP® was a registered financial professional .

Loren is a previously registered financial professional and started their career in finance in 1981. Loren had worked at 5 firms and has passed the Series 63, Series 7, Series 22, Series 6, Series 28, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Past

November 15, 2021 - July 29, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

CLAYTON, CA

Past

August 30, 2019 - August 24, 2021

EP WEALTH ADVISORS

RIA

CRD#: 111147

Lafayette, CA

Past

July 8, 1997 - September 6, 2019

PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION

RIA

CRD#: 26440

LAFAYETTE, CA

Past

April 30, 1990 - July 6, 2005

PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION

CRD#: 26440

LAFAYETTE, CA

Past

March 30, 1987 - May 29, 1990

FOOTHILL SECURITIES, INC.

CRD#: 1027

SANTA CLARA, CA

Past

November 15, 1981 - April 3, 1987

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORIGIN INVESTMENT ADVISORY LLC

BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN

CRD#: 305353 / SEC#: 801-120236

RIA

Registered Investment Advisory firm - (1/25/2021 Approved)

Arizona

Registered Investment Advisory firm - (2/10/2021 Terminated)

California

Registered Investment Advisory firm - (3/12/2021 Terminated)

Colorado

Registered Investment Advisory firm - (2/26/2021 Terminated)

Florida

Registered Investment Advisory firm - (2/10/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (2/10/2021 Terminated)

Michigan

Registered Investment Advisory firm - (2/11/2021 Terminated)

Mississippi

Registered Investment Advisory firm - (2/10/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (5/28/2021 Terminated)

New York

Registered Investment Advisory firm - (2/10/2021 Terminated)

Ohio

Registered Investment Advisory firm - (2/11/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/5/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (3/12/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/25/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/3/1981

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/3/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 28

Date: 5/21/1993

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 4/16/1993

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/14/1983

General Securities Principal Examination

Current Firm

ORIGIN INVESTMENT ADVISORY LLC

BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN

CRD#: 305353 / SEC#: 801-120236

RIA

Registered Investment Advisory firm - (1/25/2021 Approved)

Arizona

Registered Investment Advisory firm - (2/10/2021 Terminated)

California

Registered Investment Advisory firm - (3/12/2021 Terminated)

Colorado

Registered Investment Advisory firm - (2/26/2021 Terminated)

Florida

Registered Investment Advisory firm - (2/10/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (2/10/2021 Terminated)

Michigan

Registered Investment Advisory firm - (2/11/2021 Terminated)

Mississippi

Registered Investment Advisory firm - (2/10/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (5/28/2021 Terminated)

New York

Registered Investment Advisory firm - (2/10/2021 Terminated)

Ohio

Registered Investment Advisory firm - (2/11/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/5/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (3/12/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/10/2021 Terminated)

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Contact information

Main Address

68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929

Mailing Address

Phone number

(617) 227-3825

Established

Firm type

Fiscal year end

# of Employees

162

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORIGIN INVESTMENT ADVISORY LLC - ADV PART 2 (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,776
AUM (Assets Under Management)	$ 2,147,404

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Loren B. Kayfetz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EP WEALTH ADVISORS

PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION

PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION

FOOTHILL SECURITIES, INC.

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

ORIGIN INVESTMENT ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/1982

Series 7

Date: 8/20/1983

Series 22

Date: 11/3/1981

Series 6

Date: 11/3/1981

Series 28

Date: 5/21/1993

Series 53

Date: 4/16/1993

Series 24

Date: 11/14/1983

Current Firm

ORIGIN INVESTMENT ADVISORY LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORIGIN INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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