Michael Bray

1 Rockefeller Plaza 7Th Floor, New York, NY 10020 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-10
CO	RA	APPROVED	2026-08-10
MD	RA	APPROVED	2026-08-10
NY	RA	APPROVED	2026-08-10
NC	RA	APPROVED	2026-08-10
SC	RA	APPROVED	2026-08-10
VA	RA	APPROVED	2026-08-10

Branch Locations

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

Organization	City	State	From	To
Robert W. Baird & Co. Inc.	Reston	VA	08/2007	04/2017
Wells Fargo Advisors Financial Network, Llc	Falls Church	VA	09/2017	07/2018
Unemployed	Glen Allen	VA	05/2017	08/2017
Potomac Advisors Llc	Falls Church	VA	07/2018	07/2019
Inverness Counsel	New York	NY	01/2019	03/2023
Corient	Falls Church	VA	01/2023	Present
Cipw Service Company, Llc	Toronto		01/2023	07/2023
Corient Services Llc	Miami	FL	07/2023	Present
Ingalls Investment Management, Llc	New York	NY	08/2026	Present

08/2007 → 04/2017

Robert W. Baird & Co. Inc.

Reston, VA
09/2017 → 07/2018

Wells Fargo Advisors Financial Network, Llc

Falls Church, VA
05/2017 → 08/2017

Unemployed

Glen Allen, VA
07/2018 → 07/2019

Potomac Advisors Llc

Falls Church, VA
01/2019 → 03/2023

Inverness Counsel

New York, NY
01/2023 → Present

Corient

Falls Church, VA
01/2023 → 07/2023

Cipw Service Company, Llc

Toronto
07/2023 → Present

Corient Services Llc

Miami, FL
08/2026 → Present

Ingalls Investment Management, Llc

New York, NY

2024-08-12 → 2026-08-10

Ingalls & Snyder, Llc

Oakton, VA

New York, NY
2023-09-20 → 2024-07-12

Corient

Miami, FL

New York, NY

Falls Church, VA

New York, NY
2017-09-08 → 2018-07-17

Wells Fargo Advisors Financial Network, Llc

Falls Church, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-20
S63	Uniform Securities Agent State Law Examination	1985-10-23