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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-26 |
Branch Locations
3401 Tuttle Road Suite 290, Shaker Heights, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proper Analysis Corp | Beachwood | OH | 05/2006 | 12/2019 |
| Vivaldi Capital Management, Llc | Beachwood | OH | 01/2020 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Shaker Heights | OH | 06/2026 | Present |
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