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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgt Wealth Advisors, Llc | Dallas | TX | 11/2015 | 03/2023 |
| Cipw Service Company, Llc | Toronto, Ontario | 01/2022 | 07/2023 | |
| Corient | Dallas | TX | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
1.) Name: Interfaith Family Services Investment related: Yes Address: 1651 Matilda St, Dallas, TX 75206 Nature of business: Help people in Dallas get out of poverty Position, title, or relationship: Chairman of the Board. Start date: 01/01/2020 Approximate number of hours/month devoted to the other business: 2 Approximate number of hours devoted during securities trading hours: 0 Brief description of duties: We have 4 board meetings a year, I conduct an annual review for the CEO, and we help raise funds for the organization 2.) Name: Investment related: Trinity Christian Academy Foundation Address: 17001 Addison Rd, Addison, TX 75001 Nature of business: A K-12 school Position, title, or relationship: Investment Committee Member Start date: 02/01/2025 Approximate number of hours/month devoted to the other business: 1 Approximate number of hours devoted during securities trading hours: 0 Brief description of duties: Oversee the investments of the foundation and work with the investment consultant, who manages the foundation assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-25 |
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