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Craig P. Lennon

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CRD#: 1597073
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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.

Craig Patrick Lennon was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1987. Craig had worked at 17 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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®
None

Experience


Past

September 26, 2022 - October 13, 2023

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

July 9, 2019 - October 15, 2020

BANKERS LIFE SECURITIES, INC.

BD
CRD#: 173962
Libertyville, IL
Past

June 21, 2019 - October 15, 2020

BANKERS LIFE ADVISORY SERVICES, INC.

RIA
CRD#: 281285
Chicago, IL
Past

December 15, 2014 - January 10, 2017

PTX SECURITIES, LLC

BD
CRD#: 7735
PLANO, TX
Past

November 27, 2013 - December 18, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PALATINE, IL
Past

November 27, 2013 - December 18, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PALATINE, IL
Past

July 9, 2012 - November 29, 2013

EDWARD JONES

RIA
CRD#: 250
PALATINE, IL
Past

July 9, 2012 - November 29, 2013

EDWARD JONES

BD
CRD#: 250
PALATINE, IL
Past

April 26, 2012 - July 16, 2012

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

March 6, 2012 - July 16, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
HAWTHORN WOODS, IL
Past

February 1, 2011 - January 31, 2012

TNP SECURITIES, LLC

BD
CRD#: 149178
COSTA MESA, CA
Past

May 10, 2004 - January 21, 2011

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 17, 1998 - March 2, 2004

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 1, 1996 - June 20, 1997

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

September 1, 1994 - May 13, 1996

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

July 19, 1991 - September 1, 1994

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

May 9, 1987 - August 2, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 9, 1987 - August 2, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 27, 1987 - April 25, 1987

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256

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.

Exams


State Security Law Exam
RR
Series 63
Date: 3/16/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OS
ORCHARD SECURITIES, LLC
JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC

CRD#: 133378 / SEC#: , 8-66719

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Phone number
(801) 316-4301
Established
Utah since 09/27/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER
FAR VISIONS, LLCMEMBER
NORTH CANYON ENTERPRISES, LLCMEMBER
TOTTENHAM INVESTMENTS, LLCMEMBER
TRIPLE CROWN SECURITES, LLCMEMBER
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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.

Company Information


ORCHARD SECURITIES, LLC

CRD#: 133378

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