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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 04/2007 | 07/2019 |
| Austin Private Wealth, Llc | Austin | TX | 07/2019 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
Real Estate Ownership; Commercial; Austin, TX 78705; Investment Related; Jan 2015. Business Ownership; 8th Floor Properties, LLC; Co-owner; Real estate holding company; Austin, TX 78705; Investment Related; Jan 2015; 1-9 hours per month; 1-9 during trading hours/ 4th Floor Properties, LLC; Owner; Real estate/office building; Austin, TX 78705; Investment Related; Nov 2018; 0 hours per month; 0 during trading hours 1) Austin Jewish Academy 2) Non Investment-Related 3) 7300 Hart Lane, Austin, TX 78731 4) Private School 5) Treasurer 6) Start Date: 07/31/2024 7) 5 Hours/Month 8) 2 Hours/Month during securities trading hours 9) Serve as the treasurer for the board of trustees Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-10 |
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