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Corey Orthengren

Corient

Dallas, TX

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-12

Branch Locations

5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corient Dallas TX 11/2025 Present
Corient Services Llc Miami FL 11/2025 Present
Sfmg Wealth Advisors Plano TX 01/2024 10/2025
Corient Dallas TX 08/2021 01/2024
Amarillo National Bank Amarillo TX 01/2018 07/2021
West Texas A & M University Canyon TX 08/2014 05/2019
West Texas A & M University Canyon TX 08/2019 05/2020
  • 11/2025 → Present
    Corient
    Dallas, TX
  • 11/2025 → Present
    Corient Services Llc
    Miami, FL
  • 01/2024 → 10/2025
    Sfmg Wealth Advisors
    Plano, TX
  • 08/2021 → 01/2024
    Corient
    Dallas, TX
  • 01/2018 → 07/2021
    Amarillo National Bank
    Amarillo, TX
  • 08/2014 → 05/2019
    West Texas A & M University
    Canyon, TX
  • 08/2019 → 05/2020
    West Texas A & M University
    Canyon, TX
Designations

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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