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Daniel James Bickel

Corient

Newport Beach, CA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-21
CA RA APPROVED 2023-06-16
  • TX RA
    APPROVED
    Since 2023-11-21
  • CA RA
    APPROVED
    Since 2023-06-16

Branch Locations

500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • 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
Corient Newport Beach CA 11/2022 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
Cost Segregation Authority Lindon UT 08/2018 06/2021
Corient Capital Partners, Llc Newport Beach CA 06/2020 08/2020
Captrust Draper UT 08/2017 07/2018
The Church Of Jesus Christ Of Latter Day Saints Vancouver 07/2015 07/2017
Corient Capital Partners, Llc Newport Beach CA 06/2021 03/2023
Corient Services Llc Miami FL 07/2023 Present
  • 11/2022 → Present
    Corient
    Newport Beach, CA
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 08/2018 → 06/2021
    Cost Segregation Authority
    Lindon, UT
  • 06/2020 → 08/2020
    Corient Capital Partners, Llc
    Newport Beach, CA
  • 08/2017 → 07/2018
    Captrust
    Draper, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Vancouver
  • 06/2021 → 03/2023
    Corient Capital Partners, Llc
    Newport Beach, CA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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