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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-20 |
| FL | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED_RES | 2024-08-16 |
Branch Locations
2700 S Commerce Parkway Suite 100, Weston, FL 33331 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emerald Asset Advisors | Weston | FL | 09/1998 | 06/2019 |
| Cps Partners, Llc | Weston | FL | 01/2013 | 05/2017 |
| Emfo, Llc | Weston | FL | 07/2017 | 07/2024 |
| Corient | Weston | FL | 08/2024 | Present |
| Corient Services Llc | Miami | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-16 |
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