Investment adviser representative · Origin Investment Advisory LLC
Tarif J. Carson
CRD 5083445 · Plymouth Meeting, PA
At a glance
Tarif J. Carson is an investment adviser representative with Origin Investment Advisory LLC in Plymouth Meeting, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tarif’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Origin Investment Advisory LLCSince December 2025Plymouth Meeting, PA · $35M in regulatory assets
- 2nd Story Wealth PlannersSince August 2024Plymouth Meeting, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tarif’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
- 2 firmsLocked
- 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.