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Inactive

Clayton William Haak

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

Branch Locations

100 2Nd 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
Brighton Jones Seattle WA 01/2022 01/2024
Sevenbridge Financial Harrisburg PA 01/2019 11/2021
Pennsylvania State University Harrisburg PA 08/2014 12/2018
Unemployed Dillsburg PA 11/2021 01/2022
Corient St. Petersburg FL 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
Unemployed St. Petersburg FL 01/2024 06/2024
  • 01/2022 → 01/2024
    Brighton Jones
    Seattle, WA
  • 01/2019 → 11/2021
    Sevenbridge Financial
    Harrisburg, PA
  • 08/2014 → 12/2018
    Pennsylvania State University
    Harrisburg, PA
  • 11/2021 → 01/2022
    Unemployed
    Dillsburg, PA
  • 06/2024 → Present
    Corient
    St. Petersburg, FL
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
  • 01/2024 → 06/2024
    Unemployed
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01
Other Names
  • Clayton Haak

View on SEC IAPD

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