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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| CO | RA | APPROVED | 2023-03-31 |
Branch Locations
200 Clayton Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Denver Investments | Denver | CO | 05/2000 | 05/2018 |
| Segall Bryant & Hamill | Denver | CO | 05/2018 | 03/2023 |
| Corient | Denver | CO | 03/2023 | Present |
| Corient Services Llc | Miami | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-29 |
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