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Inactive

Jack Nicholas Geise

Corient

San Diego, CA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-13
  • CA RA
    APPROVED
    Since 2023-01-13

Branch Locations

12265 El Camino Real Suite 300, San Diego, CA 92130 • 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
Dowling & Yahnke, Llc San Diego CA 06/2022 03/2023
Corient San Diego CA 09/2022 Present
St. Bonaventure Allegany NY 08/2021 05/2022
Future Champions Golf San Diego CA 05/2020 08/2020
Equitable Advisors Buffalo NY 05/2021 08/2021
Santa Fe Christian San Diego CA 08/2013 05/2017
St. Bonaventure Allegany NY 08/2017 05/2018
St. Bonaventure Allegany NY 08/2018 05/2019
St. Bonaventure Allegany NY 08/2019 05/2020
St. Bonaventure Allegany NY 08/2020 05/2021
Future Champions Golf San Diego CA 05/2019 08/2019
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 06/2022 → 03/2023
    Dowling & Yahnke, Llc
    San Diego, CA
  • 09/2022 → Present
    Corient
    San Diego, CA
  • 08/2021 → 05/2022
    St. Bonaventure
    Allegany, NY
  • 05/2020 → 08/2020
    Future Champions Golf
    San Diego, CA
  • 05/2021 → 08/2021
    Equitable Advisors
    Buffalo, NY
  • 08/2013 → 05/2017
    Santa Fe Christian
    San Diego, CA
  • 08/2017 → 05/2018
    St. Bonaventure
    Allegany, NY
  • 08/2018 → 05/2019
    St. Bonaventure
    Allegany, NY
  • 08/2019 → 05/2020
    St. Bonaventure
    Allegany, NY
  • 08/2020 → 05/2021
    St. Bonaventure
    Allegany, NY
  • 05/2019 → 08/2019
    Future Champions Golf
    San Diego, CA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
Designations

View on SEC IAPD

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Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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