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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Grace Brettkelly Advisory | San Francisco | CA | 06/2006 | 09/2016 |
| Capital Markets Iq, Llc | San Francisco | CA | 09/2016 | 09/2023 |
| Cerity Partners Llc | San Francisco | CA | 09/2023 | Present |
Cerity Partners; investment related: Yes; Location: 345 California Street San Francisco CA 94104 USA; Description: Financial planning 4 days per week; Position Title: Financial Advisor; Responsibilities Duties: Joined a team providing financial planning and advice. I work 4 days per week so can service my clients on the other days.; Start date: 2023-09-11; Hours per month during trading hours: 96; Hours per month outside trading hours: 24.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-30 |
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