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Inactive

Amanda Schiavone Valenti

Corient

Atlanta, GA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-21
GA RA APPROVED 2022-11-28
  • TX RA
    APPROVED
    Since 2023-11-21
  • GA RA
    APPROVED
    Since 2022-11-28

Branch Locations

3344 Peachtree Road, Ne Suite 2000, Atlanta, GA 30326 • 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
Oxford Financial Group Chicago IL 11/2013 02/2017
Lenox Advisors Inc Chicago IL 02/2017 01/2019
Ci Brightworth Private Wealth Atlanta GA 01/2019 03/2023
Corient Atlanta GA 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 11/2013 → 02/2017
    Oxford Financial Group
    Chicago, IL
  • 02/2017 → 01/2019
    Lenox Advisors Inc
    Chicago, IL
  • 01/2019 → 03/2023
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 10/2022 → Present
    Corient
    Atlanta, GA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2019-02-11 → 2023-03-31
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 2017-04-04 → 2018-05-01
    Lenox Advisors, Inc.
    Chicago, IL
    New York, NY
  • 2009-06-22 → 2013-11-20
    Ubs Financial Services Inc.
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-20
  • S66 Uniform Combined State Law Examination
    2009-06-20
Designations
Other Names
  • Amanda Lynn Schiavone

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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