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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgt Wealth Advisors | Dallas | TX | 10/2015 | 03/2023 |
| Corient | Dallas | TX | 11/2022 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: BTC, LLC Investment-related: Yes Address: 1801 N. Pearl St. Apt 4008, Dallas, TX 75201 Nature of Business: Rental Real Estate Position: Managing Member Start date: November 2021 Hours/Month: 4 Hours/Month During Security Trading Hours: 0 Duties: Rent single-family homes and make decisions regarding repairs. Name of Business: Whirlie Properties, LLC Investment-related: Yes Address: 1209 Westridge Road, Greensboro, NC 27410 Nature of Business: Private Real Estate - Residential home flipping Position: Manager Start date: January 2024 Hours/Month: 2-5 Hours/Month During Security Trading Hours: 0 Duties: I help to decide what properties we will purchase, and after the renovation is complete, I help to make decisions around selling strategy.
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