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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-05 |
Branch Locations
1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | Menlo Park | CA | 02/2025 | Present |
| Corient Services Llc | Menlo Park | CA | 02/2025 | Present |
| Nova Capital Partners | New York | NY | 07/2024 | 10/2024 |
| Pomona College | Pomona | CA | 08/2019 | 05/2023 |
| Sanofi | Bridgewater | NJ | 06/2021 | 09/2021 |
| Tab For A Cause | San Jose | CA | 01/2021 | 05/2021 |
| Leland High School | San Jose | CA | 08/2014 | 05/2018 |
| Unemployed | San Jose | CA | 06/2018 | 08/2019 |
| Unemployed | San Jose | CA | 10/2024 | 02/2025 |
| Unemployed | San Jose | CA | 06/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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