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Omar Limon

EXCHANGERIGHT SECURITIES
Pasadena, CA 91106
Some features on this profile are disabled
CRD#: 4716962
OL
Omar LimonEXCHANGERIGHT SECURITIES

Professional summary

Omar Limon, who also goes by Omar Balderas Limon, is a registered financial professional currently at EXCHANGERIGHT SECURITIES, LLC located in Pasadena, California.

Omar is registered as a RR (Registered Representative) and started their career in finance in 2004. Omar has worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Omar Balderas Limon

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 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

August 18, 2026 - Present

EXCHANGERIGHT SECURITIES, LLC

Office #1: 1055 E. Colorado Blvd, Suite 3130, Pasadena, CA 91106
BD
CRD#: 283430
Pasadena, CA
Past

July 1, 2025 - April 30, 2026

ORCHARD SECURITIES, LLC

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
(8/18/2026)
RR
Hawaii
(8/18/2026)
RR
Nevada
(8/18/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/20/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/13/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/2/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EXCHANGERIGHT SECURITIES, LLC
EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430 / SEC#: , 8-69753

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Mailing Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Phone number
(626) 564-1031
Established
California since 01/06/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EXCHANGERIGHT HOLDINGS, LLCOWNER
DRYDEN, SUSANA KAYCHIEF COMPLIANCE OFFICER, MANAGING MEMBER5327906
THOMAS, WARREN JESSE MCEWINPRESIDENT, MANAGING MEMBER2299254
THORNTON, STEVEN LEEFINOP4496384
UNGERECHT, JOSHUA PAULCEO, MANAGING MEMBER5183573

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

EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430Pasadena, CA 91106

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