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Katlyn Beth Valencia

Corient

New York, NY

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-10
  • NY RA
    APPROVED
    Since 2024-09-10

Branch Locations

101 Park Ave Suite 3100, New York, NY 10017 • 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
Brighton Jones Seattle WA 07/2019 08/2024
Pacific Capital Resource Group Bellevue WA 01/2019 03/2019
Brighton Jones Seattle WA 07/2018 09/2018
University Of Washington Seattle WA 09/2015 07/2019
Corient New York NY 09/2024 Present
Corient Services Llc Miami FL 09/2024 Present
  • 07/2019 → 08/2024
    Brighton Jones
    Seattle, WA
  • 01/2019 → 03/2019
    Pacific Capital Resource Group
    Bellevue, WA
  • 07/2018 → 09/2018
    Brighton Jones
    Seattle, WA
  • 09/2015 → 07/2019
    University Of Washington
    Seattle, WA
  • 09/2024 → Present
    Corient
    New York, NY
  • 09/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-18
  • S65 Uniform Investment Adviser Law Examination
    2019-11-18
Designations
Other Names
  • Katy Beth Valencia

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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