| Name: | Corient Private Wealth LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 17 Jan 2023 (2 years ago) |
| Identification Number: | 001751310 |
| Place of Formation: | DELAWARE |
| Purpose: | INVESTMENT ADVICE |
| Fictitious names: |
Corient (trading name, 2023-10-27 - ) CI Roosevelt Asset Management (trading name, 2023-01-30 - ) |
| Historical names: |
CI Private Wealth, LLC |
| Principal Address: |
2 SOUTH BISCAYNE BOULEVARD SUITE 3200, MIAMI, FL, 33131, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| UNITED AGENT GROUP INC. | Agent | 10 DORRANCE STREET #700, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| CIPW HOLDINGS, LLC | Manager | 2 SOUTH BISCAYNE BOULEVARD, SUITE 3200 MIAMI, FL 33131 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2023-08-23 | CI Private Wealth, LLC | Corient Private Wealth LLC |
| Number | Name | File Date |
|---|---|---|
| 202452675430 | Annual Report | 2024-04-26 |
| 202342464290 | Fictitious Business Name Statement | 2023-10-27 |
| 202340525560 | Certificate of Correction | 2023-08-23 |
| 202340496400 | Amendment to Application for Registration | 2023-08-22 |
| 202326850770 | Fictitious Business Name Statement | 2023-01-30 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State
