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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-06 |
Branch Locations
60 Columbia Road Building A, Suite 300, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regentatlantic | Morristown | NJ | 01/2022 | 03/2023 |
| Ubs | Weekhawken | NJ | 01/2020 | 01/2022 |
| Hackensack Gold Club | Oradel | NJ | 06/2013 | 11/2019 |
| University Of Delaware | Neward | DE | 08/2015 | 06/2019 |
| Hartefeld National | Avondale | PA | 01/2019 | 05/2019 |
| Corient | Morristown | NJ | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
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