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Kevin Donald Dorwin

Cerity Partners Retirement Plan Consultants

New York, NY

San Francisco, CA

Cerity Partners LLC

San Francisco, CA

New York, NY

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Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-30
  • CA RA
    APPROVED
    Since 2022-03-30

Branch Locations

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

345 California Street Suite 1100, San Francisco, CA 94104 • United States

Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-03
  • CA RA
    APPROVED
    Since 2021-11-03

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Cerity Partners Llc San Francisco CA 11/2021 Present
Bingham, Osborn & Scarborough Llc San Francisco CA 06/2004 10/2021
  • 11/2021 → Present
    Cerity Partners Llc
    San Francisco, CA
  • 06/2004 → 10/2021
    Bingham, Osborn & Scarborough Llc
    San Francisco, CA
Previous Registrations
  • 2004-08-05 → 2021-11-01
    B|O|S
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-04
S63 Uniform Securities Agent State Law Examination 1999-02-22
  • S65 Uniform Investment Adviser Law Examination
    2004-08-04
  • S63 Uniform Securities Agent State Law Examination
    1999-02-22
Designations

View on SEC IAPD

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