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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities Corporation | Morristown | NJ | 04/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 11/2017 | 01/2019 |
| Bank Of America, N.A. | Short Hills | NJ | 11/2017 | 01/2019 |
| National Securities Corporation | Morristown | NJ | 07/2016 | 04/2017 |
| Tiaa | Roseland | NJ | 01/2019 | 03/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 01/2019 | 03/2022 |
| Black River Wealth Management, Ltd | Morristown | NJ | 07/2016 | 11/2017 |
| Regentatlantic | Morristown | NJ | 03/2022 | 03/2023 |
| Corient | Morristown | NJ | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | 04/2026 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Mai Capital Management Llc | Ponte Vedra Beach | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-26 |
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