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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
3401 Tuttle Road Suite 290, Shaker Heights, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Advisors, Inc. | Shaker Heights | OH | 05/2014 | 05/2024 |
| Corient Services Llc | Miami | FL | 05/2024 | Present |
| Corient | Shaker Heights | OH | 05/2024 | Present |
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