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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-12 |
| TX | RA | APPROVED | 2022-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2009 | 06/2018 |
| Bank Of America, N.A. | New York | NY | 03/2010 | 06/2018 |
| Kore Private Wealth, Llc | New York | NY | 06/2018 | 03/2023 |
| Corient | New York | NY | 11/2022 | Present |
| Cipw Service Company, Llc | Toronto | 11/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
I*91194 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PRESBYTERIAN CHURCH OF UPPER MONTCLAIR INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 53 NORWOOD AVENUE, MONTCLAIR, NEW JERSEY 7043 NATURE OF BUSINESS: OTHER, CHURCH POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/4/2016 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PCUM HAS A MEMORIAL ENDOWMENT - THIS POSITION IS RESPONSIBLE FOR REGULARLY MONITORING AND REVIEWING THE INVESTMENTS IN THE ENDOWMENT WITH THE INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
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