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Entity
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Company
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Business address
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830 Brickell Plaza, Suite 4800, 33131 Miami, FL
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Phone
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(305) 735-2020
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State of incorporation
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DE
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Fiscal year end
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December 31
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Former names
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CI Private Wealth, LLC (to 5/15/2023)
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Signature 13F
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Jamie Cahal - Compliance Officer, Regulatory Reporting