Inactive

Christopher Lee Boland

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Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-11-28
TX	RA	APPROVED	2022-10-11

GA RA
APPROVED

Since 2022-11-28
TX RA
APPROVED

Since 2022-10-11

Branch Locations

3344 Peachtree Road, Ne Suite 2000, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Ci Brightworth Private Wealth	Atlanta	GA	06/2016	03/2023
Cipw Service Company, Llc	Toronto		01/2022	07/2023
Corient	Atlanta	GA	10/2022	Present
Corient Services Llc	Miami	FL	07/2023	Present

06/2016 → 03/2023

Ci Brightworth Private Wealth

Atlanta, GA
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto
10/2022 → Present

Corient

Atlanta, GA
07/2023 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2016-06-28 → 2023-03-31

Ci Brightworth Private Wealth

Atlanta, GA
2014-03-11 → 2016-07-01

Smith & Howard Wealth Management, Llc

Atlanta, GA

Designations

Other Names

Bud Boland

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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