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Andrew R Lundin

Corient

St. Petersburg, FL

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-22
TX RA APPROVED 2022-12-14
  • FL RA
    APPROVED
    Since 2023-03-22
  • TX RA
    APPROVED
    Since 2022-12-14

Branch Locations

100 Second Avenue South Suite 701-S, St. Petersburg, FL 33701 • 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
Bmo Harris Bank (F/K/A Harris Bank) Buffalo Grove IL 10/2008 03/2018
Ci Doyle Private Wealth, Llc St. Petersburg FL 03/2018 03/2023
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient St. Petersburg FL 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
  • 10/2008 → 03/2018
    Bmo Harris Bank (F/K/A Harris Bank)
    Buffalo Grove, IL
  • 03/2018 → 03/2023
    Ci Doyle Private Wealth, Llc
    St. Petersburg, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 12/2022 → Present
    Corient
    St. Petersburg, FL
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2018-04-20 → 2023-03-31
    Ci Doyle Private Wealth, Llc
    St. Petersburg, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-29
  • S63 Uniform Securities Agent State Law Examination
    2009-09-29
Designations
Other Names
  • Lundin Andrew
  • Lundin R Andrew

View on SEC IAPD

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