Lauren Elizabeth Thompson

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2023-12-07

WA RA
APPROVED

Since 2023-12-07

Branch Locations

1420 Fifth Ave, Suite 150, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Corient	Seattle	WA	03/2023	Present
Cipw Service Company, Llc	Toronto		01/2023	07/2023
Corient Services Llc	Miami	FL	07/2023	Present
Mccutchen Group Llc	Seattle	WA	08/2021	03/2023
Santa Barbara County Employees Retirement System	Santa Barbara	CA	02/2014	07/2021

03/2023 → Present

Corient

Seattle, WA
01/2023 → 07/2023

Cipw Service Company, Llc

Toronto
07/2023 → Present

Corient Services Llc

Miami, FL
08/2021 → 03/2023

Mccutchen Group Llc

Seattle, WA
02/2014 → 07/2021

Santa Barbara County Employees Retirement System

Santa Barbara, CA

Other Businesses

Seattle City Employee's Retirement System; Yes; 720 Third Avenue, 9th Floor, Seattle, WA 98124; City Employee Pension Fund; Member of Investment Advisory Committee; 8/14/2025; 3 hours quarterly; 3 hours quarterly; Meetings with the Investment Committee and prepare Annual Report.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-04

S65 Uniform Investment Adviser Law Examination

2023-12-04

View on SEC IAPD