Kurt James Wittmeyer

Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-12-14

IL RA
APPROVED

Since 2022-12-14

Branch Locations

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

2 Pierce Place Suite 1900, Itasca, IL 60143 • 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
Northern Trust	Chicago	IL	07/2015	03/2018
Balasa Dinverno Foltz Llc	Itasca	IL	04/2018	03/2023
Corient	Itasca	IL	12/2022	Present
Corient Services Llc	Miami	FL	07/2023	Present
Cipw Service Company, Llc	Toronto		01/2023	07/2023

07/2015 → 03/2018

Northern Trust

Chicago, IL
04/2018 → 03/2023

Balasa Dinverno Foltz Llc

Itasca, IL
12/2022 → Present

Corient

Itasca, IL
07/2023 → Present

Corient Services Llc

Miami, FL
01/2023 → 07/2023

Cipw Service Company, Llc

Toronto

Previous Registrations

2019-01-07 → 2023-03-31

Balasa Dinverno Foltz Llc

Itasca, IL

Other Businesses

Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults. Position: Mentor Start date: 2023 Hours/Month: 1 - 2 Hours/Month During Security Trading Hours: 2 Duties: Provide mentorship to help participants manage a personal financial plan (spending, saving, and investing plan).