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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
Branch Locations
New Palestine, IN • United States
500 E 96Th Street Suite 450, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Wealth Management | Indianapolis | IN | 04/1989 | 10/2023 |
| Corient | Indianapolis | IN | 10/2023 | Present |
| Corient Services Llc | Miami | FL | 10/2023 | Present |
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