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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 04/2014 | 06/2017 |
| Geller Advisors Llc | New York | NY | 06/2017 | 03/2025 |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Corient | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-04 |
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