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Inactive

Keith David Stoloff

Corient

Weston, FL

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-20
FL RA APPROVED 2024-08-19
TX RA APPROVED_RES 2024-08-16
  • CO RA
    APPROVED
    Since 2024-08-20
  • FL RA
    APPROVED
    Since 2024-08-19
  • TX RA
    APPROVED_RES
    Since 2024-08-16

Branch Locations

2700 S Commerce Parkway Suite 100, Weston, FL 33331 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Stoloff Investment Advisory Services, Llc Weston FL 03/2006 12/2017
Emfo, Llc Weston FL 10/2020 07/2024
Stoli Advisory Weston FL 01/2018 08/2024
Emfo, Llc Weston FL 07/2017 10/2020
Corient Weston FL 08/2024 Present
Corient Services Llc Miami FL 08/2024 Present
  • 03/2006 → 12/2017
    Stoloff Investment Advisory Services, Llc
    Weston, FL
  • 10/2020 → 07/2024
    Emfo, Llc
    Weston, FL
  • 01/2018 → 08/2024
    Stoli Advisory
    Weston, FL
  • 07/2017 → 10/2020
    Emfo, Llc
    Weston, FL
  • 08/2024 → Present
    Corient
    Weston, FL
  • 08/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2017-11-01 → 2024-08-31
    Emfo, Llc
    Weston, FL
  • 2012-07-10 → 2017-12-31
    Stoloff Investment Advisory Services, Llc
    Weston, FL
  • 2007-11-07 → 2013-07-29
    Emerald Asset Advisors Llc
    Weston, FL
  • 2010-06-21 → 2013-07-29
    Emerald Allocation Strategies, Llc
    Weston, FL
  • 2006-03-30 → 2012-03-30
    Stoloff Investment Advisory Services, Llc
    Weston, FL
  • 2003-02-19 → 2006-01-26
    Raymond James & Associates, Inc.
    Boca Raton, FL
  • 1993-07-14 → 2003-02-18
    J. B. Hanauer & Co.
    Hallandale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-28
S63 Uniform Securities Agent State Law Examination 1992-05-05
  • S65 Uniform Investment Adviser Law Examination
    2002-06-28
  • S63 Uniform Securities Agent State Law Examination
    1992-05-05

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
J.P. MORGAN SECURITIES LLC · WESTON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · WESTON, FL
CITIGROUP GLOBAL MARKETS INC. · WESTON, FL
IMPACT PARTNERSHIP WEALTH, LLC · Weston, FL

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