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Savannah Guy

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 2023-04-25
  • CA RA
    APPROVED
    Since 2023-04-25

Branch Locations

12265 El Camino Real Unit 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 11/2021 03/2023
Bank Of America Private Bank Chicago IL 05/2020 08/2021
Bank Of America Private Bank Chicago IL 06/2019 08/2019
Office Of The Congresswoman Of Mimi Walters Washington DC 05/2018 08/2018
University Of Michigan Ann Arbor MI 09/2016 05/2020
Unemployed San Diego CA 08/2021 11/2021
Corient San Diego CA 09/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 11/2021 → 03/2023
    Dowling & Yahnke, Llc
    San Diego, CA
  • 05/2020 → 08/2021
    Bank Of America Private Bank
    Chicago, IL
  • 06/2019 → 08/2019
    Bank Of America Private Bank
    Chicago, IL
  • 05/2018 → 08/2018
    Office Of The Congresswoman Of Mimi Walters
    Washington, DC
  • 09/2016 → 05/2020
    University Of Michigan
    Ann Arbor, MI
  • 08/2021 → 11/2021
    Unemployed
    San Diego, CA
  • 09/2022 → Present
    Corient
    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 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-04-25
Designations

View on SEC IAPD

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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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