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Jack Michael Gartlan

Corient

Wayne, PA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-01
  • PA RA
    APPROVED
    Since 2024-08-01

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
Ent Surgical Consultants Joliet IL 01/2012 01/2021
Salt Creek Club Hinsdale IL 05/2016 08/2018
Domicile Consultants Chicago IL 05/2018 08/2018
Burling Bank Chicago IL 05/2019 08/2019
Triad Financial Advisors Greensboro NC 05/2020 08/2020
Purdue University West Lafayette IN 08/2016 12/2020
Balasa Dinverno Foltz Llc Itasca IL 01/2021 03/2023
Corient Philadelphia PA 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 01/2012 → 01/2021
    Ent Surgical Consultants
    Joliet, IL
  • 05/2016 → 08/2018
    Salt Creek Club
    Hinsdale, IL
  • 05/2018 → 08/2018
    Domicile Consultants
    Chicago, IL
  • 05/2019 → 08/2019
    Burling Bank
    Chicago, IL
  • 05/2020 → 08/2020
    Triad Financial Advisors
    Greensboro, NC
  • 08/2016 → 12/2020
    Purdue University
    West Lafayette, IN
  • 01/2021 → 03/2023
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 12/2022 → Present
    Corient
    Philadelphia, PA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2021-10-01 → 2023-03-31
    Balasa Dinverno Foltz Llc
    Itasca, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2021-10-01

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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