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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| NY | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED_RES | 2022-12-13 |
Branch Locations
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | New York | NY | 01/2009 | 06/2018 |
| Bank Of America, Na | New York | NY | 03/2010 | 06/2018 |
| Kore Private Wealth, Llc | New York | NY | 06/2018 | 03/2023 |
| Corient | Miami | FL | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 11/2022 | 07/2023 |
Mr. Bodner is non-managing member of several private limited liability companies, organized within the State of California, focused on private investments. These companies include Matar, LLC, Matar II, LLC, Matar IV, LLC, and Notsorare, LLC. The first of these companies was organized in December, 2010. Mr. Bodner devotes 0 hours per month, including during securities trading hours, towards his role in these companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-11 |
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