Orlando Molina
Professional summary
Orlando Molina is a registered financial advisor currently at MDX WEALTH MANAGEMENT located in Burleson, Texas.
Orlando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Orlando has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 52, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Orlando Molina's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2020 - Present
MDX WEALTH MANAGEMENT
September 11, 2014 - July 6, 2020
CALLAWAY FINANCIAL SERVICES
February 25, 2009 - October 17, 2016
CALLAWAY FINANCIAL SERVICES
February 25, 2009 - August 26, 2024
BOURNEHILL INVESTMENT SERVICES, INC.
August 5, 2005 - February 27, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 5, 2005 - February 27, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 27, 2003 - August 10, 2005
AMERIPRISE ADVISOR SERVICES, INC.
October 7, 2002 - July 9, 2003
CHOREO, LLC
February 6, 1996 - August 10, 2005
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2020)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
MDX WEALTH MANAGEMENT
CRD#: 161309 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 63,500,955 |
Red Flags
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