Justin Rodman Mandly

Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-20
TX	RA	APPROVED	2023-01-20

CA RA
APPROVED

Since 2023-01-20
TX RA
APPROVED

Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States

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

Organization	City	State	From	To
Brownson, Rehmus & Foxworth, Inc.	Menlo Park	CA	11/2006	12/2019
Portola Partners	Menlo Park	CA	01/2020	03/2023
Cipw Service Company, Llc	Toronto		01/2022	07/2023
Corient	Dallas	TX	01/2023	Present
Corient Services Llc	Miami	FL	07/2023	Present

11/2006 → 12/2019

Brownson, Rehmus & Foxworth, Inc.

Menlo Park, CA
01/2020 → 03/2023

Portola Partners

Menlo Park, CA
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto
01/2023 → Present

Corient

Dallas, TX
07/2023 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2020-03-10 → 2023-03-31

Portola Partners

Menlo Park, CA

Coppell, TX
2007-05-07 → 2019-12-31

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL

Other Businesses

I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-05-04

S65 Uniform Investment Adviser Law Examination

2007-05-04

View on SEC IAPD