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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2022-11-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Rgt Wealth Advisors, Llc | Dallas | TX | 11/2005 | 03/2023 |
| Cipw Service Company, Llc | Toronto, Ontario | 01/2022 | 07/2023 | |
| Corient | Denver | CO | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-06 |
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