SK
Samuel G. Kinzeler
ORCHARD SECURITIES
Pleasant Grove, UT 84062
Some features on this profile are disabled
CRD#: 6295035
SK
Professional summary
Samuel George Kinzeler, who also goes by Sam Kinzeler, Samuel Kinzeler, is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah.
Samuel is registered as a RR (Registered Representative) and started their career in finance in 2014. Samuel has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Sam Kinzeler | Samuel Kinzeler
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.
CRS (Client Relationship Summary) - BD
Click below to view Samuel George Kinzeler's 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®
NoneExperience
Current
May 2, 2021 - Present
ORCHARD SECURITIES, LLC
Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062BD
CRD#: 133378
Pleasant Grove, UT
Past
April 16, 2020 - April 15, 2021
TIMBREL CAPITAL, LLC
BD
CRD#: 298131
ATLANTA, GA
Past
May 31, 2018 - March 24, 2020
COMPASS SECURITIES CORPORATION
BD
CRD#: 16168
BRAINTREE, MA
Past
March 25, 2015 - February 23, 2018
NORTHSTAR SECURITIES, LLC
BD
CRD#: 150409
GREENWOOD VILLAGE, CO
Past
April 2, 2014 - March 31, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DENVER, CO
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(5/14/2021)
RR
Alaska(5/14/2021)
RR
Arizona(5/14/2021)
RR
Arkansas(5/14/2021)
RR
California(5/14/2021)
RR
Colorado(5/2/2021)
RR
Connecticut(5/14/2021)
RR
Delaware(5/14/2021)
RR
District of Columbia(5/14/2021)
RR
Florida(5/14/2021)
RR
Georgia(5/14/2021)
RR
Hawaii(5/14/2021)
RR
Idaho(5/14/2021)
RR
Illinois(5/14/2021)
RR
Indiana(5/14/2021)
RR
Iowa(5/14/2021)
RR
Kansas(5/14/2021)
RR
Kentucky(5/14/2021)
RR
Louisiana(5/14/2021)
RR
Maine(5/14/2021)
RR
Maryland(5/14/2021)
RR
Massachusetts(5/14/2021)
RR
Michigan(5/14/2021)
RR
Minnesota(5/14/2021)
RR
Mississippi(5/14/2021)
RR
Missouri(5/14/2021)
RR
Montana(5/14/2021)
RR
Nebraska(5/14/2021)
RR
Nevada(5/14/2021)
RR
New Hampshire(5/14/2021)
RR
New Jersey(5/14/2021)
RR
New Mexico(5/14/2021)
RR
New York(5/14/2021)
RR
North Carolina(5/14/2021)
RR
North Dakota(5/14/2021)
RR
Ohio(5/14/2021)
RR
Oklahoma(5/14/2021)
RR
Oregon(5/14/2021)
RR
Pennsylvania(5/14/2021)
RR
Puerto Rico(5/14/2021)
RR
Rhode Island(5/14/2021)
RR
South Carolina(5/14/2021)
RR
South Dakota(5/14/2021)
RR
Tennessee(5/14/2021)
RR
Texas(5/14/2021)
RR
Utah(5/2/2021)
RR
Vermont(5/14/2021)
RR
Virginia(5/14/2021)
RR
Washington(5/14/2021)
RR
West Virginia(5/14/2021)
RR
Wisconsin(5/14/2021)
RR
Wyoming(5/14/2021)
Exams
State Security Law 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)
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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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CREEKSIDE LAND DEVELOPMENT, LLC | MEMBER | |
| FAR VISIONS, LLC | MEMBER | |
| NORTH CANYON ENTERPRISES, LLC | MEMBER | |
| TOTTENHAM INVESTMENTS, LLC | MEMBER | |
| TRIPLE CROWN SECURITES, LLC | MEMBER | |
| BADALAMENTI, CHARLES RICHARD | FINOP | 2065038 |
| BRADBURN, KEVIN CHRISTOPHER | MANAGER, CHIEF EXECUTIVE OFFICER | 2718206 |
| GARRETT, TAYLOR WESTON | PRESIDENT | 4829547 |
| HART, ADRIENNE YOST | CHIEF COMPLIANCE OFFICER | 1510179 |
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 84062TRUST BUT VERIFY
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