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101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercontinental Asset Management | San Antonio | TX | 06/2015 | 10/2019 |
| Intercontinental Wealth Advisors Llc | San Antonio | TX | 02/2016 | 08/2023 |
| Cipw Service Company, Llc | Toronto | 07/2023 | 07/2023 | |
| Corient | San Antonio | TX | 07/2023 | 09/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 09/2024 |
| Aragon Capital Llc | Fort Lauderdale | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
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