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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
1 Post Office Squire Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Wateroak Advisors | Boston | MA | 07/2004 | 10/2022 |
| Corient | Boston | MA | 10/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 10/2022 | 07/2023 |
Name of Business: 26 Old Orchard Road Investment-related: Yes Address: Chestnut Hill, MA Nature of Business: Office and Warehouse Space Rental to Crane Crest Salad Dressing Position: Property owner and landlord Start date: 1984 Hours/Month: 1 Hours/Month During Security Trading Hours: 0 Duties: Owner Name of Business: 323-327 Newbury Street Investment-related: Yes Address: Boston, MA Nature of Business: Commercial Rental Property Position: Owner and landlord Start date: 1968 Hours/Month: 3 Hours/Month During Security Trading Hours: 0 Duties: Owner Name of Business: 412 Hartford Street Investment-related: Yes Address: Westwood, MA Nature of Business: House in Westwood, which I own with my sister and rent Position: Co-owner and Landlord Start date: 1976 Hours/Month: 1 Hours/Month During Security Trading Hours: 0 Duties: Co-Owner Name of Business: Crane Crest Inc. Investment-related: Yes Address: Chestnut Hill, MA Nature of Business: Produces and sells one product, Crane Crest Salad Dressing. Position: Corporate Officer Start date: 1993 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: I serve as treasurer and clerk for this business, founded in 1978 and presently owned and operated by my wife. Name of Business: King's Chapel Investment-related: Yes Address: Boston, MA Nature of Business: Church - First Anglican in NE and first Episcopal and first Unitarian in the USA Position: Trustee (one of three) Start date: 1984 Hours/Month: 4 Hours/Month During Security Trading Hours: 1 Duties: Trustees hold properties and endowment funds I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-12 |
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