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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-14 |
| NY | RA | APPROVED | 2022-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillview Capital Advisors, Llc | Radnor | PA | 04/1999 | 08/2019 |
| Regentatlantic | New York | NY | 09/2019 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | New York | NY | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Simply Good Jars Investment-related: No Address: 2400 Market St, Suite 200, Philadelphia, PA 19103 Nature of Business: Consumer Packaged Goods Position: Advisory Board Member Start date: 10/5/2021 Hours/Month: 1-2 Hours/Month During Security Trading Hours: 0 Duties: General strategic advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-28 |
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