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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-21 |
Branch Locations
3344 Peachtree Road Ne Suite 2000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors | Chicago | IL | 10/2018 | 08/2023 |
| Pnc Bank | Philadelphia | PA | 07/2013 | 07/2018 |
| Corient | Atlanta | GA | 09/2023 | Present |
| Corient Services Llc | Miami | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
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