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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
555 Mission Street Suite 3325, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Inc | San Francisco | CA | 03/2009 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 05/2017 |
| Columbia Pacific Wealth Management | Seattle | WA | 05/2017 | 08/2023 |
| Corient | San Francisco | CA | 01/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Proper Voltage; No; 5205 Avenida Encinas Suite A Carlsbad, CA 92008; Selling industrial grade batteries; Board member; 8/1/2025; 4 hours monthly; 2 trips per year to San Diego for a board meeting. 1 meeting per year in San Francisco; Board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-10 |
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