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EM

Eric R. Marlin

ORCHARD SECURITIES
Solana Beach, CA 92075
Some features on this profile are disabled
CRD#: 3256243
EM

Professional summary


Eric Richard Marlin, who also goes by Eric Richard Marlyn, is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Solana Beach, California.

Eric is registered as a RR (Registered Representative) and started their career in finance in 2001. Eric has worked at 8 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Richard Marlyn

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) - BD


Click below to view Eric Richard Marlin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 22, 2010 - Present

ORCHARD SECURITIES, LLC

Office #1: 514 Via De La Valle Suite 300-b, Solana Beach, CA 92075
BD
CRD#: 133378
Solana Beach, CA
Past

January 4, 2010 - April 28, 2011

OMNI BROKERAGE, INC.

BD
CRD#: 16878
SOUTH JORDAN, UT
Past

February 13, 2009 - January 4, 2010

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

October 20, 2008 - December 31, 2008

AFA ADVISOR SERVICES LLC

RIA
CRD#: 129104
SALT LAKE CITY, UT
Past

March 30, 2006 - December 31, 2008

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
CALABASAS, CA
Past

August 26, 2005 - February 13, 2006

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

August 10, 2004 - May 11, 2005

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

July 16, 2002 - March 11, 2003

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
CENTURY CITY, CA
Past

July 16, 2002 - March 11, 2003

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

January 29, 2001 - March 11, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/4/2011)
RR
Alaska
(2/1/2011)
RR
Arizona
(2/1/2011)
RR
Arkansas
(3/9/2011)
RR
California
(12/23/2010)
RR
Colorado
(1/6/2011)
RR
Connecticut
(1/6/2011)
RR
Delaware
(1/14/2011)
RR
District of Columbia
(2/3/2011)
RR
Florida
(1/6/2011)
RR
Georgia
(1/14/2011)
RR
Hawaii
(2/8/2011)
RR
Idaho
(1/6/2011)
RR
Illinois
(1/5/2011)
RR
Indiana
(5/4/2011)
RR
Iowa
(1/11/2011)
RR
Kansas
(1/6/2011)
RR
Kentucky
(1/5/2011)
RR
Louisiana
(5/13/2011)
RR
Maine
(1/6/2011)
RR
Maryland
(1/11/2011)
RR
Massachusetts
(5/4/2011)
RR
Michigan
(2/7/2011)
RR
Minnesota
(2/4/2011)
RR
Mississippi
(2/3/2011)
RR
Missouri
(1/5/2011)
RR
Montana
(1/6/2011)
RR
Nebraska
(5/19/2011)
RR
Nevada
(5/6/2011)
RR
New Hampshire
(1/7/2011)
RR
New Jersey
(1/5/2011)
RR
New Mexico
(2/7/2011)
RR
New York
(2/2/2011)
RR
North Carolina
(5/3/2011)
RR
North Dakota
(1/6/2011)
RR
Ohio
(5/6/2011)
RR
Oklahoma
(2/7/2011)
RR
Oregon
(1/31/2011)
RR
Pennsylvania
(5/3/2011)
RR
Puerto Rico
(7/14/2015)
RR
Rhode Island
(1/6/2011)
RR
South Carolina
(1/6/2011)
RR
South Dakota
(2/2/2011)
RR
Tennessee
(8/13/2019)
RR
Texas
(1/5/2011)
RR
Utah
(2/1/2011)
RR
Vermont
(5/17/2011)
RR
Virginia
(5/3/2011)
RR
Washington
(1/6/2011)
RR
West Virginia
(5/4/2011)
RR
Wisconsin
(1/14/2011)
RR
Wyoming
(1/5/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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#: 133378Solana Beach, CA 92075

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