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Charles Patrick Mccurdy

Cerity Partners LLC

Louisville, KY

New York, NY

Cerity Partners Retirement Plan Consultants

New York, NY

Cincinnati, OH

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-14
OH RA APPROVED 2023-02-28
  • KY RA
    APPROVED
    Since 2025-04-14
  • OH RA
    APPROVED
    Since 2023-02-28

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-14
OH RA APPROVED 2023-04-24
  • KY RA
    APPROVED
    Since 2025-04-14
  • OH RA
    APPROVED
    Since 2023-04-24

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

300 E Business Way, Suite 100A, Cincinnati, OH 45241 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investment Services, Llc Louisville KY 10/2020 02/2023
Us Census Bureau Jeffersonville IN 01/2020 10/2020
Retired Louisville KY 01/2019 01/2020
Ntt Data Consulting Louisville KY 04/2016 01/2019
Cerity Partners Louisville KY 02/2023 Present
  • 10/2020 → 02/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 01/2020 → 10/2020
    Us Census Bureau
    Jeffersonville, IN
  • 01/2019 → 01/2020
    Retired
    Louisville, KY
  • 04/2016 → 01/2019
    Ntt Data Consulting
    Louisville, KY
  • 02/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Designations

View on SEC IAPD

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