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Patricia Dampf Sklar

Corient

Atlanta, GA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-12-22
  • GA RA
    APPROVED
    Since 2022-12-22

Branch Locations

3344 Peachtree Road, Ne Suite 2000, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ci Brightworth Private Wealth Atlanta GA 04/2016 03/2023
Cipw Service Company, Llc Toronto 01/2022 07/2023
Corient Atlanta GA 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
  • 04/2016 → 03/2023
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 10/2022 → Present
    Corient
    Atlanta, GA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2016-06-24 → 2023-03-31
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 2013-05-28 → 2016-02-02
    Bt Wealth Management, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-25
  • S65 Uniform Investment Adviser Law Examination
    2013-05-25
Designations
Other Names
  • Patricia Dampf
  • Patricia Michel Dampf
  • Patricia Michel Sklar

View on SEC IAPD

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EQUITY SERVICES, INC.

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JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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