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Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-26
  • IN RA
    APPROVED
    Since 2025-11-26

Branch Locations

Salem, IN • United States

455 N. Cityfront Plaza Drive Suite 1600, Chicago, IL 60611 • United States

50 Rockefeller Plaza, New York, NY 10020 • 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
Bkd Wealth Advisors Indianapolis IN 05/2018 07/2019
The Trust Company Knoxville TN 09/2016 05/2018
University Of Tennessee College Of Law Knoxville TN 08/2015 12/2017
Global Intellectual Property Asset Management, Pllc Knoxville TN 06/2017 05/2018
Starlight Farm Animal Sanctuary Knoxville TN 12/2016 05/2018
Advos Legal, Pllc Jacksonville FL 09/2017 01/2018
Longhorn Steakhouse Knoxville TN 05/2016 09/2016
Oxford Financial Group, Ltd. Carmel IN 08/2019 07/2024
Ostrow Reisin Berk & Abrams Ltd. Chicago IL 07/2024 10/2025
Citrin Cooperman Wealth Management Llc New York NY 11/2025 Present
  • 05/2018 → 07/2019
    Bkd Wealth Advisors
    Indianapolis, IN
  • 09/2016 → 05/2018
    The Trust Company
    Knoxville, TN
  • 08/2015 → 12/2017
    University Of Tennessee College Of Law
    Knoxville, TN
  • 06/2017 → 05/2018
    Global Intellectual Property Asset Management, Pllc
    Knoxville, TN
  • 12/2016 → 05/2018
    Starlight Farm Animal Sanctuary
    Knoxville, TN
  • 09/2017 → 01/2018
    Advos Legal, Pllc
    Jacksonville, FL
  • 05/2016 → 09/2016
    Longhorn Steakhouse
    Knoxville, TN
  • 08/2019 → 07/2024
    Carmel, IN
  • 07/2024 → 10/2025
    Ostrow Reisin Berk & Abrams Ltd.
    Chicago, IL
  • 11/2025 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2018-10-26
Designations
Other Names
  • Paige Kirkland

View on SEC IAPD

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