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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
12265 El Camino Real Suite 300, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | San Diego | CA | 06/2026 | Present |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2023 | 03/2024 |
| Unemployed | Salt Lake City | UT | 05/2023 | 10/2023 |
| Pepperdine University | Malibu | CA | 07/2022 | 04/2023 |
| Reconstruction Experts | Marina Del Rey | CA | 01/2023 | 04/2023 |
| Fifty Six | New York | NY | 05/2022 | 08/2022 |
| Pepperdine University | Malibu | CA | 08/2021 | 05/2022 |
| Bloom New York City | New York | NY | 06/2021 | 08/2021 |
| Pepperdine University | Malibu | CA | 12/2020 | 06/2021 |
| Pepperdine University | Malibu | CA | 08/2020 | 12/2020 |
| Promontory Club | Park City | UT | 03/2020 | 08/2020 |
| Pepperdine University | Malibu | CA | 11/2019 | 03/2020 |
| Pepperdine University | Malibu | CA | 08/2019 | 11/2019 |
| Promontory Club | Park City | UT | 05/2019 | 08/2019 |
| Park City High School | Park City | UT | 08/2018 | 05/2019 |
| Promontory Club | Park City | UT | 05/2018 | 08/2018 |
| Park Meadows Country Club | Park City | UT | 05/2018 | 08/2018 |
| Park City High School | Park City | UT | 08/2017 | 05/2018 |
| Utah Olympic Park | Park City | UT | 05/2017 | 08/2017 |
| Park City High School | Park City | UT | 08/2015 | 05/2017 |
| Fidelity Personal & Workplace Advisors | Boston | MA | 04/2024 | 04/2025 |
| Oneseven | Beachwood | OH | 04/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-13 |
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