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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-28 |
| TX | RA | APPROVED | 2022-10-11 |
Branch Locations
3344 Peachtree Road, Ne Suite 200, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ci Brightworth Private Wealth | Atlanta | GA | 07/2005 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | Atlanta | GA | 10/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Dolphin Green and Gold Fund Investment-related: Yes Address: 1419 Salt Springs Road, Syracuse NY 13214 Nature of Business: Student-led investment fund Position: Board of Managers Start date: 2024 Hours/Month: 1 Hours/Month During Security Trading Hours: 1 Duties: Mentor and coach to students in Finance classes who run the Green and Gold Fund Name of Business: MoneyAnswerKey LLC Investment-related: No Address: 3725 Hearthway Lane, Cumming GA 30041 Nature of Business: I publish books and do speaking engagements about these books Position: Owner Start date: 2019 Hours/Month: 4 Hours/Month During Security Trading Hours: 0 Duties: Writing, public speaking Name of Business: Project Street Vet Investment-related: No Address: Encinitas, CA Nature of Business: They provide free veterinary care to pets of homeless individuals. Position: Board Member, Treasurer Start date: 2024 Hours/Month: 5 Hours/Month During Security Trading Hours: 0 Duties: I serve on the Board of Directors, volunteer my time, and serve as Treasurer. I oversee their finances and guide the Board as to financial planning strategies to help achieve short and long-term goals and make recommendations for the Board to vote on.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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