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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-03 |
| TX | RA | APPROVED_RES | 2022-11-03 |
Branch Locations
485 Devon Park Drive Suite 119, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Radnor Financial Advisors, Llc | Wayne | PA | 05/2014 | 03/2023 |
| Corient | Wayne | PA | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-22 |
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