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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
101 Park Avenue Suite 3100, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | New York | NY | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Kore Private Wealth, Llc | New York | NY | 04/2021 | 03/2023 |
| Bridgewater Advisors | New York | NY | 06/2015 | 04/2021 |
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