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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-23 |
| TX | RA | APPROVED | 2022-11-17 |
Branch Locations
1801 Watermark Drive Suite 300, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budros, Ruhlin & Roe | Columbus | OH | 12/1998 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | Columbus | OH | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name - LifeCare Alliance Investment-related - Yes Address - 1699 W Mount St, Columbus, OH 43223 Nature of business - Yes Position - Finance Committee Member Start date - 1/1/2014 Hours per month - .5 Hours during securities trading hours - None Duties - Report on the performance of the endowment Name - Upper Arlington Community Foundation Investment-related - Yes Address - 3600 Tremont Rd, Columbus, OH 43221 Nature of business - Community Improvement Position - Investment Committee Member Start date - 5/1/2024 Hours per month - 1 Hours during securities trading hours - None Duties - Report on the performance of the endowment
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