Rynda J. Chappell-wilk
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.
Rynda Joyce Chappell-wilk, CFP®, who also goes by Rynda Chappell Bowen, Rynda Joyce Chappell, was a registered financial professional .
Rynda is a previously registered financial professional and started their career in finance in 2001. Rynda had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 14, 2021 - March 25, 2022
ORIGIN INVESTMENT ADVISORY LLC
November 10, 2014 - April 3, 2017
SIGNATURE ESTATE SECURITIES, LLC
July 27, 2001 - June 26, 2003
VELERITY GROUP, 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.
