David W. Blaylock
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.
David Wayne Blaylock JR, CFP®, who also goes by David W. Blaylock, David Wayne Blaylock Jr., was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2003. David had worked at 10 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 28, 2020 - December 13, 2024
ORIGIN INVESTMENT ADVISORY LLC
July 1, 2019 - May 28, 2020
KINDUR INVESTMENT SERVICES LLC
October 7, 2016 - June 7, 2018
LEARNVEST PLANNING SERVICES, LLC
August 5, 2015 - December 21, 2015
MILLS WEALTH ADVISORS, LLC
March 27, 2013 - April 28, 2015
LEARNVEST PLANNING SERVICES, LLC
January 31, 2012 - October 17, 2012
MILLS WEALTH ADVISORS, LLC
October 1, 2009 - March 12, 2012
LEO BROKERAGE, LLC
October 1, 2009 - March 12, 2012
LEO BROKERAGE, LLC
September 22, 2005 - July 31, 2009
OVERRIDGE WEALTH ADVISORS
August 27, 2004 - September 17, 2009
TRANSAMERICA FINANCIAL ADVISORS, LLC
August 27, 2004 - September 17, 2009
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 1, 2004 - February 19, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
December 18, 2003 - February 19, 2004
IDS LIFE INSURANCE COMPANY
December 18, 2003 - February 19, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
September 18, 2003 - December 1, 2003
INSTITUTIONAL SECURITIES CORPORATION
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
