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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-24 |
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 | Newport Beach | CA | 09/2025 | Present |
| Corient Services Llc | Miami | FL | 09/2025 | Present |
| Jordan Park | San Francisco | CA | 07/2021 | 08/2025 |
| Unemployed | Aliso Viejo | CA | 05/2021 | 06/2021 |
| Brigham Young University | Provo | UT | 09/2019 | 04/2021 |
| Church Of Jesus Christ Of Latter-Day Saints | Novosibirsk | 08/2016 | 03/2018 | |
| Brigham Young University | Provo | UT | 04/2018 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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