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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
112 E. Pecan St. Suite 525, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercontinental Financial Services Corp | San Antonio | TX | 01/1982 | 07/2023 |
| Intercontinental Asset Management Corpor | San Antonio | TX | 03/1988 | 07/2023 |
| Intercontinental Asset Management Group, Ltd. | San Antonio | TX | 03/1988 | 07/2021 |
| Intercontinental Wealth Advisors Llc | San Antonio | TX | 08/1997 | 08/2023 |
| Cipw Service Company, Llc | Toronto | 07/2023 | 07/2023 | |
| Corient | San Antonio | TX | 07/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Renaissance LTD Investment-related: Yes Address: San Antonio, TX Nature of Business: Family partnership holding investments Position: Manager Start date: 1996 Hours/Month: 6 Hours/Month During Security Trading Hours: 3 Duties: Oversee portfolio investments Name of Business: WMS GP, LLC Investment-related: Yes Address: San Antonio, TX Nature of Business: Wealth Advisor Position: General Partner Start date: 2020 Hours/Month: 3 Hours/Month During Security Trading Hours: 3 Duties: Providing wealth advice through Corient
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-19 |
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