Orchard Securities, LLC
Firm details
- Headquarters
- Pleasant Grove, Utah
- CRD number
- 133378
- Registered since
- March 29, 2005
- Website
- orchardsecurities.com
Firm profile
FINTRXOverview
Orchard Securities, LLC is recorded as a limited liability company with ownership tied to a domestic entity and an individual. Publicly available profile fields are sparse: the firm is classified as "Unclassified" in the data snapshot, is not identified as a capital allocator, and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset includes few details on advisory activities, fee schedule, or client segments, which limits the ability to characterize the firm's client focus or service model beyond its basic corporate form.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Naja Vang
ContractorCRD 6006368

Samantha Santiago-Paez
Chief Compliance OfficerCRD 4369755

Kevin Bradburn
CEOCRD 2718206
Contacts
3 of 69
Seth Lee
VP, Internal SalesCRD 5132690
Thalia Crisp
Associate Vice PresidentCRD 4292012

Devin Benton
Registered RepresentativeCRD 4186538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pleasant Grove, UT
Utah
Location
Pleasant Grove, UT
Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 365 S Garden Grove Ln
- Time zone
- MT (UTC-7)
- Office locations
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