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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 |
Branch Locations
3344 Peachtree Road, Ne Suite 2000, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Marietta | GA | 03/2011 | 12/2018 |
| Northwestern Mutual Investment Services, Llc | Atlanta | GA | 04/2013 | 12/2018 |
| Dwaan Black | Atlanta | GA | 02/2014 | 12/2018 |
| Ci Brightworth Private Wealth | Atlanta | GA | 01/2019 | 03/2023 |
| Corient | Atlanta | GA | 10/2022 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-18 |
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