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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| NY | RA | APPROVED | 2023-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symbiocelltech | Salt Lake | UT | 05/2015 | Present |
| Inverness Counsel, Llc | New York | NY | 06/1994 | 03/2023 |
| Corient | New York | NY | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
Name of other Business: Symbiocelltech; non investment related; 615 Arapeen Drive, Suite 210, Salt Lake City, UT; Nature of business: Biotech-seeking a cure for Juvenile Diabetes; Position/Title: Member of Board of Managers; Start: 2014; 10 hrs/month, 1 during securities trading hours; Duties include reviewing and voting on strategic plans for the company. 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.
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