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Sital Rahman

Corient

Dallas, TX

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-13
TX RA APPROVED 2023-01-31
  • CO RA
    APPROVED
    Since 2024-06-13
  • TX RA
    APPROVED
    Since 2023-01-31

Branch Locations

5950 Sherry Lane, Suite 600, Dallas, TX 75225 • 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
Ubs Houston TX 03/2016 02/2018
Fsc Securities Houston TX 03/2018 07/2022
Stavis & Cohen Private Wealth, Llc Houston TX 04/2018 03/2023
Stavis And Cohen Financial Houston TX 03/2018 03/2021
Purshe Kaplan Sterling Investments Albany NY 07/2022 12/2022
Corient Dallas TX 01/2023 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 03/2016 → 02/2018
    Ubs
    Houston, TX
  • 03/2018 → 07/2022
    Fsc Securities
    Houston, TX
  • 04/2018 → 03/2023
    Stavis & Cohen Private Wealth, Llc
    Houston, TX
  • 03/2018 → 03/2021
    Stavis And Cohen Financial
    Houston, TX
  • 07/2022 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2023 → Present
    Corient
    Dallas, TX
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2021-03-05 → 2023-03-31
    Stavis & Cohen Private Wealth, Llc
    Houston, TX
  • 2018-04-20 → 2021-03-15
    Scf Private Wealth Holdings, Llc
    Houston, TX
  • 2018-03-22 → 2019-02-20
    Fsc Securities Corporation
    Houston, TX
    Denver, CO
    Denver, CO
    Houston, TX
  • 2017-01-25 → 2018-03-22
    Ubs Financial Services Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-20
S63 Uniform Securities Agent State Law Examination 2011-11-22
  • S66 Uniform Combined State Law Examination
    2016-12-20
  • S63 Uniform Securities Agent State Law Examination
    2011-11-22
Other Names
  • Sital Venilal Khatri
  • Sital Khatri

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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