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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Capital Partners, Llc | Rancho Santa Fe | CA | 08/2017 | 01/2023 |
| Fortuna Ventures Rsf Llc | Sacramento | CA | 09/2016 | 06/2017 |
| Unemployed | Rancho Santa Fe | CA | 02/2023 | 04/2024 |
| Sapient Capital, Llc | West Palm Beach | FL | 05/2024 | Present |
1) Tramview Capital Management; Investment-related; West Palm Beach, FL. 33401; Advisory board member with ownership interest; Real estate private equity firm advisory board member; Approx. less than 5% of time per month. 2) Marlinspike Partners; Investment-related; West Palm Beach, FL. 33401; Advisory board member with ownership interest; Aersospace defense private equity firm advisory board member; Approx. less than 5% of time per month. 3) Rivet Campus Media; Not investment-related; West Palm Beach, FL. 33401; Board member with ownership interest; Media business board member; Approx. less than 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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