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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-28 |
Branch Locations
12265 El Camino Real Unit 300, San Deigo, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | San Diego | CA | 03/2025 | Present |
| Corient Services Llc | Miami | FL | 03/2025 | Present |
| U.S. Navy | San Diego | CA | 06/2024 | 03/2025 |
| U.S. Navy | State College | PA | 06/2021 | 06/2024 |
| U.S. Navy | Jacksonville | FL | 03/2017 | 06/2021 |
| U.S. Navy | Pensacola | FL | 05/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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