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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | New York | NY | 01/2025 | 04/2026 |
| Corient Services Llc | Miami | FL | 04/2026 | Present |
| Corient | New York | NY | 04/2026 | Present |
| Kuttin Wealth Management | Hauppauge | NY | 06/2024 | 08/2024 |
| University Of Delaware | Newark | DE | 08/2020 | 05/2024 |
| Unemployed | West Islip | NY | 09/2024 | 12/2024 |
| West Islip High School | West Islip | NY | 09/2017 | 06/2020 |
| Unemployed | West Islip | NY | 04/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-13 |
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