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Inactive

George David Suarez

Corient

Weston, FL

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-19
CO RA APPROVED 2024-08-15
  • FL RA
    APPROVED
    Since 2024-08-19
  • CO RA
    APPROVED
    Since 2024-08-15

Branch Locations

2700 S Commerce Parkway Suite 100, Weston, FL 33331 • 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
Weathwise Technologies, Inc Plantation FL 06/2015 12/2018
Summit Wealth Partners, Llc Plantation FL 12/2015 10/2016
Sound Income Strategies, Llc Coconut Creek FL 10/2016 12/2018
Emfo, Llc Weston FL 04/2019 07/2024
Unemployed Coconut Creek FL 12/2018 04/2019
Corient Weston FL 08/2024 Present
Corient Services Llc Miami FL 08/2024 Present
  • 06/2015 → 12/2018
    Weathwise Technologies, Inc
    Plantation, FL
  • 12/2015 → 10/2016
    Summit Wealth Partners, Llc
    Plantation, FL
  • 10/2016 → 12/2018
    Sound Income Strategies, Llc
    Coconut Creek, FL
  • 04/2019 → 07/2024
    Emfo, Llc
    Weston, FL
  • 12/2018 → 04/2019
    Unemployed
    Coconut Creek, FL
  • 08/2024 → Present
    Corient
    Weston, FL
  • 08/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2019-04-30 → 2024-08-31
    Emfo, Llc
    Weston, FL
  • 2016-11-09 → 2018-12-17
    Sound Income Strategies, Llc
    Plantation, FL
    Coconut Creek, FL
    Fort Lauderdale, FL
  • 2016-06-24 → 2016-12-23
    Summit Wealth Partners, Llc
    Plantation, FL
    Orlando, FL
  • 2016-03-01 → 2016-08-19
    Summit Wealth Partners, Llc
    Plantation, FL
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-28
  • S65 Uniform Investment Adviser Law Examination
    2016-01-28
Other Names
  • George D Suarez
  • Jorge David Suarez

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
IMPACT PARTNERSHIP WEALTH, LLC
INTEGRITY ALLIANCE, LLC.
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC

Other Investors

REMY LYN JEANNEAU
RICHARD MARTIN ARDUENGO
JOSE ANTONIO FONTE
ARTURO PERRET-GENTIL
STEPHEN MCDONALD SMITH
ANA PATRIZIA HERNANDEZ
JUAN DAVID LENIS
JAEMAIR LOREN ALEX LEWIS

Other Offices

TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
J.P. MORGAN SECURITIES LLC · WESTON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · WESTON, FL
CITIGROUP GLOBAL MARKETS INC. · WESTON, FL
IMPACT PARTNERSHIP WEALTH, LLC · Weston, FL

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