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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| IL | RA | APPROVED | 2023-08-28 |
| FL | RA | APPROVED | 2023-02-17 |
Branch Locations
100 Second Ave S Suite 701, St. Petersburg, FL 33701 • United States
10 South Wacker Drive, Suite 3100, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrix Capital Advisors, Llc | Chicago | IL | 10/2000 | 03/2023 |
| Corient | St. Petersburg | FL | 10/2022 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name: Town Square Hospice Investment related: No Address: 3995 Medina Rd STE 230 Medina, OH 44256-5958 Nature of business: Hospice Position, title, or relationship: Director and Financial Consultant Start date: 01/20/2024 Approximate number of hours/month devoted to the other business: 5 to 10 Approximate number of hours devoted during securities trading hours: 2 to 3 Brief description of duties: Provide advise on how to review financial statements how improve financial reporting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-18 |
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