Inactive

Andrew Ferris Boothe

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Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-01-24
CA	RA	APPROVED	2023-01-20

TX RA
APPROVED_RES

Since 2023-01-24
CA RA
APPROVED

Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • 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
Brownson Rehmus & Foxworth	Menlo Park	CA	07/2013	12/2018
Portola Partners Group Llc	Menlo Park	CA	06/2020	10/2020
University Of Pennsylvania	Philadelphia	PA	07/2018	05/2020
Bain & Company	Los Angeles	CA	10/2020	03/2022
Portola Partners	Menlo Park	CA	04/2022	03/2023
Corient	Menlo Park	CA	01/2023	Present
Corient Services Llc	Miami	FL	01/2024	Present

07/2013 → 12/2018

Brownson Rehmus & Foxworth

Menlo Park, CA
06/2020 → 10/2020

Portola Partners Group Llc

Menlo Park, CA
07/2018 → 05/2020

University Of Pennsylvania

Philadelphia, PA
10/2020 → 03/2022

Bain & Company

Los Angeles, CA
04/2022 → 03/2023

Portola Partners

Menlo Park, CA
01/2023 → Present

Corient

Menlo Park, CA
01/2024 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2022-05-06 → 2023-03-31

Portola Partners

Menlo Park, CA
2020-06-26 → 2020-11-04

Portola Partners

Menlo Park, CA
2014-06-30 → 2019-01-02

Brownson, Rehmus & Foxworth, Inc.

Menlo Park, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-30

S65 Uniform Investment Adviser Law Examination

2014-06-30

View on SEC IAPD

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