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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
Two Gateway Center, 603 Stanwix Street #1850, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Xpyria Investment Advisors, Inc. | Pittsburgh | PA | 10/2006 | 08/2024 |
| Cerity Partners Llc | New York | NY | 08/2024 | Present |
1. The Manor Home Owners Association: Non-investment related; 9706 Foxgrove Lane, Allison Park PA; Home Owners Association; President; 01/2012; 1 hour per month; Uphold community bylaws
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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