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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-13 |
Branch Locations
10900 Ne 4Th Street, Suite 1920, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bristlecone Advisors | Seattle | WA | 10/2015 | 10/2025 |
| Corient Services Llc | Miami | FL | 10/2025 | Present |
| Corient | Bellevue | WA | 10/2025 | Present |
1)JOSEPH B. WINKLER, CPA / SOLE PROPRIETORSHIP / PROFESSIONAL SERVICES / TAX PREPARATION AND CONSULTING FOR FRIENDS AND FAMILY / START DATE 01/01/1986.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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