Brandon Lyon Intrater

Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-12
CA	RA	APPROVED	2026-07-27
TX	RA	APPROVED_RES	2026-06-29

MA RA
APPROVED

Since 2026-08-12
CA RA
APPROVED

Since 2026-07-27
TX RA
APPROVED_RES

Since 2026-06-29

Branch Locations

1 Post Office Square Suite 2400, Boston, MA 02109 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Long-Term Solutions, Llc	San Francisco	CA	03/2006	01/2017
Vivaldi Capital Management	Mill Valley	CA	01/2017	06/2026
Corient Services Llc	Miami	FL	06/2026	Present
Corient	Boston	MA	06/2026	Present

03/2006 → 01/2017

Long-Term Solutions, Llc

San Francisco, CA
01/2017 → 06/2026

Vivaldi Capital Management

Mill Valley, CA
06/2026 → Present

Corient Services Llc

Miami, FL
06/2026 → Present

Corient

Boston, MA

Previous Registrations

2017-10-10 → 2026-06-17

Debussy Capital Management Lp

Mill Valley, CA

Chicago, IL
2009-01-14 → 2017-03-29

Lts Capital Advisors

Mill Valley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-11-11

S65 Uniform Investment Adviser Law Examination

2008-11-11