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Craig Patrick Lennon

CRD# 1597073·Registered 1987 - 2023
Previously Registered: Being a previously registered professional could mean that Craig 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.

Professional Summary

Craig Patrick Lennon was a registered financial advisor. Craig was a previously registered financial professional and started their career in finance 1987 - 2023. Craig had worked at 17 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

39 years in the financial services industry

Current & Past Employments

ORCHARD SECURITIES, LLC·CRD# 133378
BD
Pleasant Grove, UT
September 26, 2022 - October 13, 2023
BANKERS LIFE SECURITIES, INC.·CRD# 173962
BD
Libertyville, IL
July 9, 2019 - October 15, 2020
BANKERS LIFE ADVISORY SERVICES, INC.·CRD# 281285
RIA
Chicago, IL
June 21, 2019 - October 15, 2020
PTX SECURITIES, LLC·CRD# 7735
BD
Plano, TX
December 15, 2014 - January 10, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Palatine, IL
November 27, 2013 - December 18, 2014
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Palatine, IL
November 27, 2013 - December 18, 2014
EDWARD JONES·CRD# 250
RIA
Palatine, IL
July 9, 2012 - November 29, 2013
EDWARD JONES·CRD# 250
BD
Palatine, IL
July 9, 2012 - November 29, 2013
QUESTAR ASSET MANAGEMENT, INC.·CRD# 133358
RIA
Minneapolis, MN
April 26, 2012 - July 16, 2012
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Hawthorn Woods, IL
March 6, 2012 - July 16, 2012
TNP SECURITIES, LLC·CRD# 149178
BD
Costa Mesa, CA
February 1, 2011 - January 31, 2012
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
May 10, 2004 - January 21, 2011
EQUITABLE DISTRIBUTORS, LLC·CRD# 25900
BD
Charlotte, NC
March 17, 1998 - March 2, 2004
SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690
BD
Oaks, PA
July 1, 1996 - June 20, 1997
PRINCIPAL FINANCIAL SECURITIES,INC.·CRD# 260
BD
Dallas, TX
September 1, 1994 - May 13, 1996
HAMILTON INVESTMENTS, INC.·CRD# 821
BD
July 19, 1991 - September 1, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
May 9, 1987 - August 2, 1991
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
May 9, 1987 - August 2, 1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY·CRD# 13256
BD
January 27, 1987 - April 25, 1987

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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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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
SANTIAGO-PAEZ, SAMANTHA CRYSTALCHIEF COMPLIANCE OFFICER4369755

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2023About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2012About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1987About the Series 6 exam

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CRS (Client Relationship Summary)

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

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