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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
One Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Global Asset Management (U.S) Inc. | Boston | MA | 07/2016 | 07/2020 |
| Rbc Capital Markets, Llc | Boston | MA | 07/2016 | 07/2020 |
| Aristotle Capital Management | Los Angeles | CA | 11/2021 | 07/2024 |
| Imst Distributors, Llc | Los Angeles | CA | 02/2022 | 10/2023 |
| Unemployed | West Hollywood | CA | 07/2020 | 11/2021 |
| Foreside Financial Services, Llc | Los Angeles | CA | 10/2023 | 07/2024 |
| Corient Services Llc | Miami | FL | 09/2024 | Present |
| Corient | Boston | MA | 09/2024 | Present |
Name of Business: Cloud-y Cleaner S-corp Investment-related: No Address: 137 N Weatherly Drive, 306, Los Angeles, CA, 90048 Nature of Business: Cleaning product manufacturing and distribution Position: Co-founder Start date: Jul 24 2024 Hours/Month: 8 Hours/Month During Security Trading Hours: 0 Duties: Organize logistics for manufacturing and distributing Cloud-y cleaning product.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-25 |
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