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Melissa H Taro

Cerity Partners LLC

Ashburn, VA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-07-05
  • VA RA
    APPROVED
    Since 2023-07-05

Branch Locations

23821 Weathervane Place, Ashburn, VA 20148 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fjy Financial Reston VA 09/2014 03/2017
Virtual Fp Llc Ashburn VA 05/2019 06/2023
Lumina Financial Consultants, Llc Mill Valley CA 07/2020 06/2023
Unemployed Ashburn VA 04/2017 04/2019
Cerity Partners Llc New York NY 07/2023 Present
  • 09/2014 → 03/2017
    Fjy Financial
    Reston, VA
  • 05/2019 → 06/2023
    Virtual Fp Llc
    Ashburn, VA
  • 07/2020 → 06/2023
    Lumina Financial Consultants, Llc
    Mill Valley, CA
  • 04/2017 → 04/2019
    Unemployed
    Ashburn, VA
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2021-03-23 → 2023-08-22
    Lumina Financial Consultants, Llc
    Mill Valley, CA
    Ashburn, VA
  • 2014-10-27 → 2017-04-21
    Fjy Financial
    Reston, VA
  • 2011-04-14 → 2016-10-07
    Sbsb Financial Advisors
    Mclean, VA
Designations
Other Names
  • Melissa Heck
  • Melissa J Heck

View on SEC IAPD

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ANNE K. BYERLY
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Other Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA

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