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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-09 |
Branch Locations
518-B Riverside Ave 2Nd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Financial Consultants, Inc. | Westport | CT | 10/2012 | Present |
| Corient Services Llc | Miami | FL | 09/2025 | Present |
| Corient | Westport | CT | 09/2025 | Present |
1) Family Trust; Not investment related; 245 Summer St. Boston, MA 02210; Trustee on Family account; 9/1/2025; 60 mins per month; Not during trading hours; Manage brokerage account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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