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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
2929 Allen Parkway Ste 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 03/2025 | Present |
| Corient | Houston | TX | 03/2025 | Present |
| Duncan Family Office | Houston | TX | 01/2021 | 03/2025 |
| Deloitte Tax, Llp | Houston | TX | 10/2017 | 12/2020 |
| Unemployed | Austin | TX | 05/2017 | 10/2017 |
| University Of Texas At Austin | Austin | TX | 08/2012 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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