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Corient CRD 319448
$165B regulatory AUM 506 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-28 |
Branch Locations
2929 Allen Pkwy Suite 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Minneapolis | MN | 01/2020 | 06/2023 |
| Frgment | Minneapolis | MN | 11/2019 | 01/2020 |
| Northern Coffeeworks | Minneapolis | MN | 07/2017 | 11/2019 |
| Angry Catfish | Minneapolis | MN | 04/2016 | 07/2017 |
| Corient | Houston | TX | 01/2024 | Present |
| Corient Services Llc | Miami | FL | 01/2024 | Present |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 08/2017 | 12/2019 |
| Unemployed | Minneapolis | MN | 06/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
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