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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 |
| NY | RA | APPROVED | 2023-01-17 |
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald | New York | NY | 01/2017 | 12/2017 |
| Bdo Usa Llp | New York | NY | 10/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 03/2018 | 04/2021 |
| Bank Of America, N.A. | Summit | NJ | 12/2020 | 04/2021 |
| Kore Private Wealth, Llc | New York | NY | 04/2021 | 03/2023 |
| Corient | New York | NY | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-04 |
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