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Account
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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
485 Devon Park Drive Suite 119, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Cio Wealth Partners | Philadelphia | PA | 05/2023 | 08/2023 |
| Corient Services Llc | Miami | FL | 06/2025 | Present |
| Corient | Wayne | PA | 06/2025 | Present |
| Corient | Wayne | PA | 06/2024 | 08/2024 |
| Temple University | Philadelphia | PA | 08/2024 | 06/2025 |
| Temple University | Philadelphia | PA | 08/2023 | 06/2024 |
| Temple University | Philadelphia | PA | 08/2022 | 05/2023 |
| Aronimink Golf Club | Newtown Square | PA | 05/2022 | 08/2022 |
| Temple University | Philadelphia | PA | 08/2021 | 05/2022 |
| Door Dash | West Chester | PA | 06/2021 | 08/2021 |
| Giant Food Stores | West Chester | PA | 06/2019 | 06/2021 |
| Salesianum School | Wilmington | DE | 08/2017 | 06/2021 |
| J.R Fugett Middle School | West Chester | PA | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
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