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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED_RES | 2022-11-16 |
Branch Locations
500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Capital Partners, Llc | Newport Beach | CA | 09/2015 | 03/2023 |
| Corient | Newport Beach | CA | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 |
I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-30 |
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