Wayne M. Blanchard
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.
Wayne Milner Blanchard II, CFP®, who also goes by Wayne Milner II Blanchard, was a registered financial professional .
Wayne is a previously registered financial professional and started their career in finance in 1984. Wayne had worked at 12 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
November 30, 2021 - October 5, 2022
ORIGIN INVESTMENT ADVISORY LLC
January 31, 1991 - June 1, 1994
SECURITIES SERVICE NETWORK, LLC
July 16, 1990 - April 2, 1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 16, 1990 - April 2, 1991
OSAIC FA, INC.
January 10, 1990 - December 31, 2024
MONEY PROFESSIONALS GROUP LLC
March 17, 1989 - August 2, 1990
DERAND/PENNINGTON/BASS, INC.
January 25, 1989 - March 17, 1989
PENNINGTON/BASS EQUITIES, INC.
March 1, 1988 - January 28, 1989
SOURCE SECURITIES, INC.
July 14, 1987 - March 8, 1988
SECURITIES NETWORK, INC.
December 1, 1986 - July 9, 1987
UNITED FINANCIAL INVESTMENTS, INC.
July 18, 1986 - December 3, 1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
January 16, 1986 - July 29, 1986
SECURITIES NETWORK, INC.
March 22, 1984 - January 1, 1986
FIRST AFFILIATED SECURITIES, INC.
Primary Firm SEC Registration
ORIGIN INVESTMENT ADVISORY LLC
CRD#: 305353 / SEC#: 801-120236
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ORIGIN INVESTMENT ADVISORY LLC
CRD#: 305353 / SEC#: 801-120236
Contact information
SEC notice filing (23 States and Territories)
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.
