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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
210 Allegheny Ave Fourth Floor, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Leesburg | VA | 07/2007 | 11/2022 |
| Cresset Asset Management, Llc | Reston | VA | 11/2022 | 01/2024 |
| Cerity Partners Llc | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-04 |
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