Investment adviser representative · Origin Investment Advisory LLC
Elizabeth M. Richardson
CRD 7194226 · Sarasota, FL
At a glance
Elizabeth M. Richardson is an investment adviser representative with Origin Investment Advisory LLC in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2019, about 6 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firms
- Origin Investment Advisory LLCSince December 2021Sarasota, FL · $35M in regulatory assets
- Blute Financial CoachingSince March 2021Chicago, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Elizabeth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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