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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-20 |
Branch Locations
100 2Nd Avenue South Suite 701-S, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ci Doyle Private Wealth, Llc | St Petersburg | FL | 04/2022 | 03/2023 |
| Unemployed | St Petersburg | FL | 01/2021 | 03/2022 |
| University Of Tampa | Tampa | FL | 01/2020 | 12/2020 |
| Fitlife Foods | Tampa | FL | 08/2017 | 12/2019 |
| University Of Florida | Gainesville | FL | 03/2013 | 08/2017 |
| Corient | St. Petersburg | FL | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
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