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Derrick Joseph Goodenow

Corient

Wayne, PA

CRD 7214521

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-02
  • PA RA
    APPROVED
    Since 2022-11-02

Branch Locations

485 Devon Park Drive Suite 119, Wayne, PA 19087 • 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
Edinboro University Edinboro PA 08/2015 05/2019
Edinboro University Athletics Edinboro PA 09/2016 05/2017
Chipblaster, Inc. Meadville PA 05/2017 08/2017
Pepsico Edinboro PA 08/2017 12/2017
Schaffner, Knight, Minnaugh & Company P.C. Erie PA 11/2017 04/2018
Pepsico Edinboro PA 02/2018 05/2018
Radnor Financial Advisors, Llc Wayne PA 05/2018 08/2018
Pepsico Edinboro PA 08/2018 05/2019
Radnor Financial Advisors, Llc Wayne PA 12/2018 03/2023
Corient Wayne PA 11/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 08/2015 → 05/2019
    Edinboro University
    Edinboro, PA
  • 09/2016 → 05/2017
    Edinboro University Athletics
    Edinboro, PA
  • 05/2017 → 08/2017
    Chipblaster, Inc.
    Meadville, PA
  • 08/2017 → 12/2017
    Pepsico
    Edinboro, PA
  • 11/2017 → 04/2018
    Schaffner, Knight, Minnaugh & Company P.C.
    Erie, PA
  • 02/2018 → 05/2018
    Pepsico
    Edinboro, PA
  • 05/2018 → 08/2018
    Radnor Financial Advisors, Llc
    Wayne, PA
  • 08/2018 → 05/2019
    Pepsico
    Edinboro, PA
  • 12/2018 → 03/2023
    Radnor Financial Advisors, Llc
    Wayne, PA
  • 11/2022 → Present
    Wayne, PA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2020-07-29 → 2023-03-31
    Radnor Financial Advisors, Llc
    Wayne, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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