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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-15 |
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 |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Corient | St. Petersburg | FL | 02/2023 | Present |
| Roosevelt Investments | Riverview | FL | 06/2018 | 10/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Refined Benefits Dba Sullivan | Brandon | FL | 06/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
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