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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-08 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daintree Advisors Llc | Auburndale | MA | 03/2010 | 12/2021 |
| Veriti Management Llc | Boston | MA | 07/2018 | 12/2021 |
| Cerity Partners Llc | Boston | MA | 01/2022 | Present |
Christian Camps & Conferences, Inc.; investment-related; Alton, NH; Camp; Volunteer member of the investment committee; 2017; 1; 0; Assist in development of asset allocation and selection of investment managers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-12 |
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