Unclaimed Profile

Matthew Peter Watson

BLEND FINANCIAL INC.·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 65Clean record6 years registeredBLEND FINANCIAL INC.

177 HUNTINGTON AVE, BOSTON, MA 02115-3153CRD# 6092241Firm CRD# 305353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Peter Watson · BOSTON, MA

Registration

CRD #6092241 · BLEND FINANCIAL INC. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLEND FINANCIAL INC.

ORIGIN INVESTMENT ADVISORY LLC

Nov 2019 – Jan 2024

San Francisco, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 27, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORIGIN INVESTMENT ADVISORY LLC

CRD 305353 · SEC 801-120236

AUM

$896K

Regulatory assets under management

Employees

144

193 client accounts

Services offered by ORIGIN INVESTMENT ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ORIGIN INVESTMENT ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Peter Watson offer?

Matthew Peter Watson specializes in Financial Planning, Investment Management.

What are Matthew Peter Watson's credentials?

Matthew Peter Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Peter Watson located?

Matthew Peter Watson is based in BOSTON, Massachusetts, last registered with BLEND FINANCIAL INC..

How does Matthew Peter Watson charge for services?

Matthew Peter Watson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLEND FINANCIAL INC.?

BLEND FINANCIAL INC. has approximately 144 employees and manages $896K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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