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Steven Robinson Rehmus

Corient

Menlo Park, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
CA RA APPROVED 2023-01-20
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • CA RA
    APPROVED
    Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brownson, Rehmus & Foxworth, Inc. Menlo Park CA 03/2002 12/2019
Brf Aspen, Llc Menlo Park CA 01/2012 10/2018
Portola Partners Menlo Park CA 01/2020 03/2023
Cipw Service Company, Llc Toronto 01/2022 07/2023
Corient Menlo Park CA 01/2023 Present
Corient Services Llc Miami FL 07/2023 Present
  • 03/2002 → 12/2019
    Brownson, Rehmus & Foxworth, Inc.
    Menlo Park, CA
  • 01/2012 → 10/2018
    Brf Aspen, Llc
    Menlo Park, CA
  • 01/2020 → 03/2023
    Portola Partners
    Menlo Park, CA
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 01/2023 → Present
    Corient
    Menlo Park, CA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2020-03-10 → 2023-03-31
    Portola Partners
    Menlo Park, CA
  • 2003-03-12 → 2019-12-31
    Brownson, Rehmus & Foxworth, Inc.
    Menlo Park, CA
  • 2012-03-16 → 2018-10-05
    Brf Aspen, Llc
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-27
  • S65 Uniform Investment Adviser Law Examination
    2002-12-27

View on SEC IAPD

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