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Alexa Schmidt

Corient

San Francisco, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-09
  • CA RA
    APPROVED
    Since 2024-10-09

Branch Locations

555 Mission St. Suite 3325, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Co. Llc San Francisco CA 06/2017 05/2022
Lakeside Bank Chicago IL 01/2015 05/2017
Crowdstreet Advisors, Llc Austin TX 06/2022 10/2022
Columbia Pacific Wealth Management Seattle WA 01/2023 08/2023
Corient San Francisco CA 01/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 06/2017 → 05/2022
    Goldman Sachs & Co. Llc
    San Francisco, CA
  • 01/2015 → 05/2017
    Lakeside Bank
    Chicago, IL
  • 06/2022 → 10/2022
    Crowdstreet Advisors, Llc
    Austin, TX
  • 01/2023 → 08/2023
    Columbia Pacific Wealth Management
    Seattle, WA
  • 01/2023 → Present
    Corient
    San Francisco, CA
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2023-01-10 → 2023-08-31
    Columbia Pacific Wealth Management
    Seattle, WA
  • 2022-08-18 → 2022-11-01
    Crowdstreet Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-31
  • S66 Uniform Combined State Law Examination
    2017-08-31
Other Names
  • Alexa Cacciatore
  • Alexa Serwinski

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

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JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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