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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2022-06-14 |
| VA | RA | APPROVED | 2022-06-14 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-15 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Palladium Partners, Llc | Norfolk | VA | 01/2008 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
1) Old Dominion University; not investment related; 5515 Hampton Blvd., Norfolk, VA 23529; Chairman of the Educational Foundation; 1/2017; 5 hours per month during securities trading hours. 2) Norfolk Employees' Retirement System; not investment related; 810 Union Hall, Norfolk, VA 23510; public pension; Chair of Investment Committee; 1/2019; 3 hours per month during securities trading hours. 3) Southern Bank; Local Bank; not investment related; advisory board member; 2015; 1 hour per month during securities trading hours; Review local bank performance and loan activity
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