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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-10 |
| IL | RA | APPROVED | 2010-11-23 |
Branch Locations
320 S. Canal St. 44Th Floor, Chicago, IL 60606 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 11/2010 | Present |
1) Ingenuity, Inc.; investment related - yes; location - Chicago, IL; business - arts education; position - board member, treasurer, finance committee chair; start date - 1/1/2014; 2 hours per month during securities trading hours 2) Capitalplus Exchange Corp.; investment related - yes; location - Chicago, IL; business - social impact from financial institutions; start date - 1/1/2012; 2 hours per month during securities trading hours 3) 1693 Partners Fund; investment related - yes; location - Williamsburg, VA; business - endowment fund for College of William & Mary; start date - 1/1/2011; 1 hour per month during securities trading hours 4) William & Mary Business School Foundation; investment related - yes; location - Williamsburg, VA; business - endowment fund; start date - 1/1/2013; 1 hour per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-05 |
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