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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
800 Gessner Rd., Suite 975, Houston, TX 77024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Greenwich | CT | 02/2016 | 12/2018 |
| Capital Advisors, Inc. | Houston | TX | 12/2018 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
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