Scenario 1: Individual

This scenario is for the individual LO who works for a company (retail or broker, doesn't matter) but we are focusing on the brand of the originator and not promoting the company brand.

This could also include "teams" that are actually one originator with a team of support staff who brands themselves as a team - this is different than a team of 2 or more originators who both originate under a team umbrella.

For example, "The Wendy Thompson Team", which is made up of the originator and support staff.

Example: