AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
OL

Omar B. Limon

ORCHARD SECURITIES
Pleasant Grove, UT 84062
Some features on this profile are disabled
CRD#: 4716962
OL

Professional summary


Omar Balderas Limon is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah.

Omar is registered as a RR (Registered Representative) and started their career in finance in 2004. Omar has worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Omar Balderas Limon'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

July 1, 2025 - Present

ORCHARD SECURITIES, LLC

Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
BD
CRD#: 133378
Pleasant Grove, UT
Past

July 16, 2024 - July 1, 2025

SKYWAY CAPITAL MARKETS, LLC

BD
CRD#: 124630
TAMPA, FL
Past

February 2, 2024 - July 4, 2024

REALTA EQUITIES, INC.

BD
CRD#: 23769
Newport Beach, CA
Past

July 30, 2023 - January 19, 2024

JCC CAPITAL MARKETS, LLC

BD
CRD#: 146776
LAGUNA NIGUEL, CA
Past

April 6, 2022 - July 7, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

February 12, 2021 - March 31, 2022

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
PLANO, TX
Past

January 22, 2020 - February 4, 2021

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
Newport Beach, CA
Past

July 15, 2019 - January 8, 2020

EMERSON EQUITY LLC

BD
CRD#: 130032
NEWPORT BEACH, CA
Past

April 12, 2019 - July 5, 2019

CAPULENT LLC

BD
CRD#: 155155
Newport Beach, CA
Past

November 15, 2018 - April 8, 2019

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

May 4, 2015 - November 5, 2018

SHOPOFF SECURITIES, INC.

BD
CRD#: 142866
IRVINE, CA
Past

January 18, 2012 - April 8, 2015

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
IRVINE, CA
Past

February 1, 2011 - November 28, 2011

GRUBB & ELLIS CAPITAL CORPORATION

BD
CRD#: 151226
SANTA ANA, CA
Past

May 11, 2009 - August 9, 2011

GRUBB & ELLIS SECURITIES, INC.

BD
CRD#: 17932
SANTA ANA, CA
Past

February 3, 2004 - February 10, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

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
California
(7/1/2025)
RR
New York
(7/1/2025)
RR
Utah
(7/1/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/20/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 133378Pleasant Grove, UT 84062

TRUST BUT VERIFY

Monitor Omar Limon

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


RR
Reuben RowleyAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
AMERICAN FORK, UT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics