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Andrew Duncan Porter

Corient

Menlo Park, CA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-20
  • CA RA
    APPROVED
    Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • 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
University Of Pennsylvania Philadephia PA 08/2016 12/2017
Unemployed Portland OR 12/2017 04/2018
Brownson, Rehmus & Foxworth Menlo Park CA 04/2018 12/2019
Portola Partners Menlo Park CA 01/2020 03/2023
Corient Menlo Park CA 01/2023 Present
Corient Services Llc Miami FL 01/2024 Present
  • 08/2016 → 12/2017
    University Of Pennsylvania
    Philadephia, PA
  • 12/2017 → 04/2018
    Unemployed
    Portland, OR
  • 04/2018 → 12/2019
    Brownson, Rehmus & Foxworth
    Menlo Park, CA
  • 01/2020 → 03/2023
    Portola Partners
    Menlo Park, CA
  • 01/2023 → Present
    Corient
    Menlo Park, CA
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-21
  • S65 Uniform Investment Adviser Law Examination
    2018-11-21

View on SEC IAPD

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