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Franklin Montes

Corient

Itasca, IL

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-19
  • IL RA
    APPROVED
    Since 2026-02-19

Branch Locations

2 Pierce Place Suite 1900, Itasca, IL 60143 • 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
OrganizationCityStateFromTo
Corient Itasca IL 08/2025 Present
Corient Services Llc Miami FL 08/2025 Present
University Of Wisconsin - Madison Madison WI 09/2021 05/2025
Arrowhead High School Hartland WI 09/2019 05/2020
Unemployed Hartland WI 06/2020 08/2021
Unemployed Hartland WI 11/2015 08/2019
  • 08/2025 → Present
    Corient
    Itasca, IL
  • 08/2025 → Present
    Corient Services Llc
    Miami, FL
  • 09/2021 → 05/2025
    University Of Wisconsin - Madison
    Madison, WI
  • 09/2019 → 05/2020
    Arrowhead High School
    Hartland, WI
  • 06/2020 → 08/2021
    Unemployed
    Hartland, WI
  • 11/2015 → 08/2019
    Unemployed
    Hartland, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30

View on SEC IAPD

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Other Offices

LESLIE GLOBAL WEALTH, LLC · ITASCA, IL
PENDULUM WEALTH PARTNERS · ITASCA, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ITASCA, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ITASCA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ITASCA, IL
EDWARD JONES · Itasca, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Itasca, IL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ITASCA, IL

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