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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-10 |
Branch Locations
200 Clayton Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saturna Capital Corporation | Bellingham | WA | 11/2017 | 06/2018 |
| Saturna Brokerage Services, Inc. | Bellingham | WA | 11/2017 | 05/2018 |
| Bigfoot Lodge West | Los Angeles | CA | 07/2017 | 11/2017 |
| Hennessey's Tavern | Manhattan Beach | CA | 01/2017 | 10/2017 |
| Dynamic Edge Consulting | Carson | CA | 10/2016 | 11/2016 |
| Ram Restaurant & Brewery | Marysville | WA | 07/2015 | 10/2016 |
| Saturna Brokerage Services, Inc. | Bellingham | WA | 05/2018 | 06/2018 |
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 11/2018 | 01/2021 |
| Unemployed | Downey | CA | 07/2018 | 10/2018 |
| Ayco/Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 12/2024 |
| Corient | Denver | CO | 01/2025 | Present |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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