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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-22 |
| TX | RA | APPROVED | 2022-12-14 |
Branch Locations
100 Second Avenue South Suite 701-S, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Ci Doyle Private Wealth, Llc | St. Petersburg | FL | 01/2016 | 03/2023 |
| Corient | St. Petersburg | FL | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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