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CORIENT PRIVATE WEALTH LLC - Florida Company Profile

Company Details

Entity Name: CORIENT PRIVATE WEALTH LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 13 Jan 2023 (2 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 22 Aug 2023 (2 years ago)
Document Number: M23000000497
FEI/EIN Number 88-0967642

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2 South Biscayne Boulevard, Suite 3200, Miami, FL, 33131, US
Mail Address: 2 South Biscayne Boulevard, Suite 3200, Miami, FL, 33131, US
ZIP code: 33131
County: Miami-Dade
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
CIPW HOLDINGS, LLC Manager 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131
UNITED AGENT GROUP INC. Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000004152 CORIENT ACTIVE 2025-01-09 2030-12-31 - 830 BRICKELL PLAZA, 48TH FLOOR, MIAMI, FL, 33131
G23000021333 CI SEGALL BRYANT & HAMILL PRIVATE WEALTH ACTIVE 2023-02-14 2028-12-31 - 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131
G23000021334 CI SEGALL BRYANT & HAMILL ASSET MANAGEMENT ACTIVE 2023-02-14 2028-12-31 - 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131
G23000021336 CI DOYLE PRIVATE WEALTH ACTIVE 2023-02-14 2028-12-31 - 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131
G23000021337 CI DOYLE ASSET MANAGEMENT ACTIVE 2023-02-14 2028-12-31 - 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-27 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 -
CHANGE OF MAILING ADDRESS 2024-04-27 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 -
LC NAME CHANGE 2023-08-22 CORIENT PRIVATE WEALTH LLC -

Documents

Name Date
ANNUAL REPORT 2024-04-27
LC Name Change 2023-08-22
Foreign Limited 2023-01-13

Date of last update: 02 Apr 2025

Sources: Florida Department of State