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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
60 Columbia Road Building A Suite 300, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Morristown | NJ | 03/2015 | 09/2018 |
| Bank Of America, N.A. | Morristown | NJ | 06/2015 | 09/2018 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2018 | 11/2020 |
| Columbia Pacific Wealth Management | Seattle | WA | 11/2020 | 08/2023 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient | Morristown | NJ | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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