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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-20 |
Branch Locations
1910 Fairview Ave N Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Pacific Wealth Management | Seattle | WA | 07/2021 | 08/2023 |
| Mccutchen Group | Seattle | WA | 03/2010 | 04/2021 |
| Corient | Seattle | WA | 01/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
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