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Aaron M Motai

Corient

St. Petersburg, FL

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-19
  • FL RA
    APPROVED
    Since 2025-06-19

Branch Locations

100 Second Ave S Suite 701, St. Petersburg, FL 33701 • 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
T. Rowe Price Tampa FL 10/2012 02/2018
Usaa Financial Advisors Inc Tampa FL 05/2019 05/2020
Usaa Investment Management Company Tampa FL 05/2019 05/2020
Usaa Financial Planning Services Tampa FL 05/2019 05/2020
Unemployed Clearwater FL 02/2018 05/2019
Charles Schwab & Co., Inc. Tampa FL 05/2020 11/2023
Charles Schwab Bank, Ssb Tampa FL 05/2021 02/2022
Td Ameritrade, Inc. Tampa FL 02/2022 11/2023
Td Ameritrade Investment Management, Llc. Tampa TX 02/2022 11/2023
Corient St. Petersburg FL 06/2025 Present
Corient Services Llc Miami FL 06/2025 Present
Sabal Trust Company Tampa FL 11/2023 06/2025
  • 10/2012 → 02/2018
    T. Rowe Price
    Tampa, FL
  • 05/2019 → 05/2020
    Usaa Financial Advisors Inc
    Tampa, FL
  • 05/2019 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2019 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 02/2018 → 05/2019
    Unemployed
    Clearwater, FL
  • 05/2020 → 11/2023
    Charles Schwab & Co., Inc.
    Tampa, FL
  • 05/2021 → 02/2022
    Charles Schwab Bank, Ssb
    Tampa, FL
  • 02/2022 → 11/2023
    Td Ameritrade, Inc.
    Tampa, FL
  • 02/2022 → 11/2023
    Td Ameritrade Investment Management, Llc.
    Tampa, TX
  • 06/2025 → Present
    Corient
    St. Petersburg, FL
  • 06/2025 → Present
    Corient Services Llc
    Miami, FL
  • 11/2023 → 06/2025
    Sabal Trust Company
    Tampa, FL
Previous Registrations
  • 2020-05-28 → 2023-11-20
    Charles Schwab & Co., Inc.
    Temple Terrace, FL
    St. Petersburg, FL
    Tampa, FL
    Clearwater, FL
    Sarasota, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
  • 2022-03-22 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Tampa, FL
    Sarasota, FL
    Tampa, FL
    Omaha, NE
    Tampa, FL
  • 2022-03-10 → 2022-10-14
    Td Ameritrade, Inc.
    Tampa, FL
    Sarasota, FL
    Tampa, FL
    Tampa, FL
  • 2019-07-10 → 2020-05-24
    Usaa Investment Services Company
    Tampa, FL
  • 2014-11-21 → 2018-02-22
    T. Rowe Price Advisory Services, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-17
  • S66 Uniform Combined State Law Examination
    2014-11-17
Designations
Other Names
  • Aaron Menachem Motai
  • Aaron Motai

View on SEC IAPD

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