Inactive

Xavier Perfecto Cardoza

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Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-02-28
TX	RA	APPROVED	2025-02-28

CA RA
APPROVED

Since 2025-02-28
TX RA
APPROVED

Since 2025-02-28

Branch Locations

1550 El Camino Real Suite 200, Menlo Park, CA 94025 • 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

Organization	City	State	From	To
The Thacher School	Ojai	CA	01/2015	05/2019
Wesleyan University	Middletown	CT	08/2019	05/2023
Realkey	San Francisco	CA	06/2023	09/2023
Mattos Hospitality	New York	NY	10/2023	12/2023
Unemployed	New York	NY	01/2024	03/2024
Hudson Ranch	Napa	CA	03/2024	10/2024
Corient Services Llc	Maimi	FL	10/2024	Present
Corient	Menlo Park	CA	10/2024	Present
Valedor Partners	Houston	TX	06/2022	09/2022
Heritage Holding	Boston	MA	09/2020	11/2020

01/2015 → 05/2019

The Thacher School

Ojai, CA
08/2019 → 05/2023

Wesleyan University

Middletown, CT
06/2023 → 09/2023

Realkey

San Francisco, CA
10/2023 → 12/2023

Mattos Hospitality

New York, NY
01/2024 → 03/2024

Unemployed

New York, NY
03/2024 → 10/2024

Hudson Ranch

Napa, CA
10/2024 → Present

Corient Services Llc

Maimi, FL
10/2024 → Present

Corient

Menlo Park, CA
06/2022 → 09/2022

Valedor Partners

Houston, TX
09/2020 → 11/2020

Heritage Holding

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-27

S65 Uniform Investment Adviser Law Examination

2025-02-27

View on SEC IAPD

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