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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-09 |
Branch Locations
10 S Wacker Drive Suite 3100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | Chicago | IL | 06/2023 | Present |
| Cipw Service Company, Llc | Toronto | 06/2023 | 07/2023 | |
| Indiana University - Bloomington | Bloomington | IN | 08/2019 | 05/2023 |
| Ci Bdf Private Wealth | Itasca | IL | 06/2022 | 07/2022 |
| Motorola Solutions | Chicago | IL | 05/2021 | 08/2021 |
| Edible Arrangements | Wheaton | IL | 06/2020 | 08/2020 |
| Wheaton North High School | Wheaton | IL | 08/2015 | 05/2019 |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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