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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgt Wealth Advisors, Llc | Dallas | TX | 04/2013 | 03/2023 |
| Corient | Dallas | TX | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
Name - Council for Life Investment-related - Yes Address - 5956 Sherry Lane Place, Suite 610, Dallas, TX 75225 Nature of business - 501c3 organization Position - Independent directory, Secretary Start date - 4/5/2024 Hours per month - 1 Hours during securities trading hours - 0 Duties - I serve as an independent director and secretary of the Foundation. I assist with maintaining the books and records and am a signor on the Foundation's bank and investment account.
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