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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 05/2026 | Present |
| Corient | Dallas | TX | 05/2026 | Present |
| Florida Financia Advisors | Tampa | FL | 04/2021 | 06/2022 |
| Unemployed | Winston-Salem | NC | 06/2020 | 04/2021 |
| Ken Kenelly State Farm | Baton Rouge | LA | 09/2018 | 06/2020 |
| Unemployed / School | Baton Rouge | LA | 08/2017 | 09/2018 |
| Pizzeria 66 | Winston-Salem | NC | 05/2017 | 09/2017 |
| Unemployed / School | Winston-Salem | NC | 08/2015 | 05/2017 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2021 | 06/2022 |
| Fisher Investments | Plano | TX | 08/2022 | 05/2026 |
| Unemployed | Tampa | FL | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-27 |
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