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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Capital Partners, Llc | Newport Beach | CA | 09/2015 | 03/2023 |
| Corient | Newport Beach | CA | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 |
Name - The Pacific Symphony Investment-related - Yes Address - 17620 Fitch, Suite 100, Irvine, CA 92614-6081 Nature of business - Professional symphony Position - Investment Committee Member Start date - 8/30/2017 Hours per month - 3 Hours during securities trading hours - 1 Duties - Attend investment committee meetings and review materials in advance of those meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
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