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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-02 |
Branch Locations
500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Seattle | WA | 06/2023 | 03/2025 |
| Brighton Jones | Seattle | WA | 06/2022 | 08/2022 |
| Gallagher | Bellevue | WA | 06/2021 | 08/2021 |
| Columbia Pacific Wealth Management | Seattle | WA | 06/2018 | 08/2018 |
| Nordstrom | Bellevue | WA | 06/2017 | 07/2017 |
| Oasis Salon And Spa | Woodinville | WA | 10/2018 | 05/2019 |
| Student | Seattle | WA | 09/2008 | 05/2023 |
| Corient | Newport Beach | CA | 04/2025 | Present |
| Corient Services Llc | Miami | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
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