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Allen Kozel

Cerity Partners LLC

New York, NY

Fort Worth, TX

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-12
  • TX RA
    APPROVED
    Since 2021-05-12

Branch Locations

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

3526 West Vickery Blvd, Fort Worth, TX 76107 • 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
Odyssey Wealth Management Plano TX 12/2015 09/2020
Envoy Advisory Inc. Colorado Springs CO 10/2020 04/2021
Cerity Partners Llc Fort Worth TX 05/2021 Present
Previous Registrations
  • 2020-10-07 → 2021-05-10
    Envoy Advisory Inc.
    Colorado Springs, CO
  • 2016-09-07 → 2020-10-06
    Odyssey Wealth
    Plano, TX
  • 2014-06-16 → 2015-12-09
    First Allied Advisory Services, Inc.
    Brookshire, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-15
  • S66 Uniform Combined State Law Examination
    2012-12-15
Designations
Other Names
  • Allen Gerard Kozel

View on SEC IAPD

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