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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
Branch Locations
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Dominion Securities | Saskatoon | 09/2016 | 03/2017 | |
| Thrive Wealth Management | Saskatoon | 03/2017 | 11/2019 | |
| Aviso Wealth Management | Toronto | 11/2019 | 08/2023 | |
| Highpost Capital | West Palm Beach | FL | 08/2023 | 10/2024 |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Corient | Miami | FL | 01/2025 | Present |
| Unemployed | Saskatoon | 05/2016 | 09/2016 |
Business Name: Personal Property - Airbnb Investment Related: No Address: 315 24th Avenue SW Calgary, AB, Canada Nature of Business: Condo Airbnb rental property Your position title or relationship: Owner of property Start date: 03/2023 Approximate number of hours/month you devote to the other business: 3 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Solely own the property. Hired Property manager and cleaners outsourced.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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