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Corient CRD 319448
$165B regulatory AUM 506 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
2222 South Utica Place, Suite 100, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | Tulsa | OK | 07/2026 | Present |
| Corient Services Llc | Miami | FL | 07/2026 | Present |
| Capital Advisors Inc. | Tulsa | OK | 06/2024 | 06/2026 |
| Goldman Sachs | Dallas | TX | 04/2021 | 04/2023 |
| Unemployed | Tulsa | OK | 07/2016 | 03/2021 |
| Unemployed | Tulsa | OK | 05/2023 | 05/2024 |
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