| Entity Name: | CORIENT PRIVATE WEALTH LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Company |
| Status: | Active |
| 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 |
| Address: | 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 |
| Mail Address: | 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 |
| ZIP code: | 33131 |
| County: | Miami-Dade |
| Place of Formation: | DELAWARE |
| Name | Role |
|---|---|
| UNITED AGENT GROUP INC. | Agent |
| Name | Role | Address |
|---|---|---|
| CIPW HOLDINGS, LLC | Manager | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL 33131 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G25000004152 | CORIENT | ACTIVE | 2025-01-09 | 2030-12-31 | No data | 830 BRICKELL PLAZA, 48TH FLOOR, MIAMI, FL, 33131 |
| G23000021333 | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | ACTIVE | 2023-02-14 | 2028-12-31 | No data | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131 |
| G23000021334 | CI SEGALL BRYANT & HAMILL ASSET MANAGEMENT | ACTIVE | 2023-02-14 | 2028-12-31 | No data | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131 |
| G23000021336 | CI DOYLE PRIVATE WEALTH | ACTIVE | 2023-02-14 | 2028-12-31 | No data | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131 |
| G23000021337 | CI DOYLE ASSET MANAGEMENT | ACTIVE | 2023-02-14 | 2028-12-31 | No data | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200, MIAMI, FL, 33131 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-04-27 | 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 | No data |
| CHANGE OF MAILING ADDRESS | 2024-04-27 | 2 South Biscayne Boulevard, Suite 3200, Miami, FL 33131 | No data |
| LC NAME CHANGE | 2023-08-22 | CORIENT PRIVATE WEALTH LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-27 |
| LC Name Change | 2023-08-22 |
| Foreign Limited | 2023-01-13 |
Date of last update: 10 Feb 2025
Sources: Florida Department of State
