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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas , TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | Dallas | TX | 09/2024 | Present |
| Ci Rgt Wealth Advisors | Dallas | TX | 05/2024 | 07/2024 |
| Triumph Financial | Dallas | TX | 05/2023 | 11/2023 |
| Clemson University | Clemson | SC | 01/2021 | 05/2024 |
| Highland Park High School | Dallas | TX | 07/2016 | 12/2020 |
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