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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-21 |
| TX | RA | APPROVED | 2023-11-21 |
| NJ | RA | APPROVED | 2022-12-06 |
Branch Locations
60 Columbia Road Building A, Suite 300, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regentatlantic | Morristown | NJ | 08/2015 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | Morristown | NJ | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Morris Educational Foundation Investment-related: No Address: 50 Early Street, Morristown, NJ Nature of Business: Provide grants and scholarships to Morris School District and its students Position: Member, Finance Committee Start date: January 2018 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Assist with oversight of the organizations finances and investments
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