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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
| WA | RA | APPROVED | 2024-08-28 |
Branch Locations
555 Mission St, Suite 3325, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient | San Francisco | CA | 06/2024 | Present |
| Corient Services Llc | Miami | FL | 06/2024 | Present |
| Tufts University | Medford | MA | 09/2023 | 06/2024 |
| Tufts University | Medford | MA | 09/2020 | 05/2024 |
| Columbia Pacific Wealth Management | Seattle | WA | 06/2023 | 08/2023 |
| Gregg's Greenlake Cycles | Seattle | WA | 06/2022 | 08/2022 |
| Bush School | Seattle | WA | 09/2016 | 06/2020 |
| Unemployed | Seattle | WA | 07/2014 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
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