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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-24 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgt Wealth Advisors | Dallas | TX | 11/2020 | 03/2023 |
| Corient | Dallas | TX | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Kpmg | Dallas | TX | 10/2017 | 11/2020 |
| The University Of Texas At Austin | Austin | TX | 08/2012 | 10/2017 |
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