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Mary Elizabeth Lafield

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 2022-11-18
  • TX RA
    APPROVED
    Since 2022-11-18

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
Rgt Wealth Advisors Dallas TX 06/2014 03/2023
Corient Dallas TX 11/2022 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 06/2014 → 03/2023
    Rgt Wealth Advisors
    Dallas, TX
  • 11/2022 → Present
    Corient
    Dallas, TX
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2017-03-17 → 2023-03-31
    Rgt Wealth Advisors
    Dallas, TX
Designations
Other Names
  • Mary Liz Guidry
  • Mary E Guidry
  • Mary Elizabeth Guidry

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

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