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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-11-27 |
Branch Locations
555 Mission St. Suite 3325, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snooze A.M. Eatery | Del Mar | CA | 04/2021 | 06/2021 |
| Uc San Diego Campus Services | San Diego | CA | 02/2020 | 06/2021 |
| Pacific Gas & Electric | San Ramon | CA | 07/2020 | 12/2020 |
| Bainbridge Capital | La Jolla | CA | 05/2019 | 02/2020 |
| Cintas | Vista | CA | 06/2018 | 09/2019 |
| Uc San Diego Hdh | La Jolla | CA | 01/2018 | 06/2018 |
| Uc San Diego | San Diego | CA | 09/2017 | 06/2021 |
| Rancho Bernardo High School | San Diego | CA | 08/2013 | 06/2017 |
| Columbia Pacific Wealth Management | San Francisco | CA | 07/2021 | 08/2023 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient | San Francisco | CA | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-16 |
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