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Laura Beth Maxfield

Corient

Dallas, TX

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-18
  • TX RA
    APPROVED
    Since 2022-11-18

Branch Locations

5950 Sherry Lane Suite 600, Dallas, TX 75225 • 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
Lee Financial Company, Llc Dallas TX 05/2007 07/2019
Corient Dallas TX 11/2022 Present
Rgt Wealth Advisors, Llc Dallas TX 07/2019 03/2023
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 05/2007 → 07/2019
    Lee Financial Company, Llc
    Dallas, TX
  • 11/2022 → Present
    Corient
    Dallas, TX
  • 07/2019 → 03/2023
    Rgt Wealth Advisors, Llc
    Dallas, TX
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-06
  • S65 Uniform Investment Adviser Law Examination
    2008-12-06
Designations
Other Names
  • Laura Beth Mentemeyer

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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