Best Investors Account Sign in
Inactive

Alicia Johnson Byrnes

Corient

Newport Beach, CA

Claim This Profile
Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • 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
Kayne Anderson Capital Advisors Los Angeles CA 03/2015 08/2017
Crescent Bay Advisors Corona Del Mar CA 09/2017 07/2024
Evoke Wealth Corona Del Mar CA 08/2024 11/2024
Corient Services Llc Miami FL 12/2024 Present
Corient Newport Beach CA 12/2024 Present
  • 03/2015 → 08/2017
    Kayne Anderson Capital Advisors
    Los Angeles, CA
  • 09/2017 → 07/2024
    Crescent Bay Advisors
    Corona Del Mar, CA
  • 08/2024 → 11/2024
    Evoke Wealth
    Corona Del Mar, CA
  • 12/2024 → Present
    Corient Services Llc
    Miami, FL
  • 12/2024 → Present
    Corient
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-08
S66 Uniform Combined State Law Examination 2013-08-10
  • S65 Uniform Investment Adviser Law Examination
    2025-04-08
  • S66 Uniform Combined State Law Examination
    2013-08-10
Other Names
  • Alicia Kirsten Johnson

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor