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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| WA | RA | APPROVED | 2023-02-20 |
Branch Locations
1910 Fairview Ave N Suite 200, Seattle, WA 98102 • 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 |
|---|---|---|---|---|
| Columbia Pacific Wealth Management | Seattle | WA | 07/2014 | 08/2023 |
| Corient | Seattle | WA | 01/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-04 |
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