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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Corient | Seattle | WA | 07/2023 | Present |
| Cipw Service Company | Seattle | WA | 01/2022 | 07/2023 |
| Mccutchen Group Llc | Seattle | WA | 05/2007 | 01/2022 |
I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
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