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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-02 |
Branch Locations
301 East Colorado Blvd Suite 830, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Gamble Jones Investment Counsel | Pasadena | CA | 10/2006 | 02/2023 |
| Cerity Partners Llc | New York | NY | 03/2023 | Present |
1) Business: Consultant; Investment-related: No; Address: Azusa, CA; Nature of business: Administrative work; Position: Administrator; Start Date: 8/2026; Hours per month outside of securities trading hours: 4-8; Duties: Complete paperwork for individuals to be licensed in blue collar trades
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-14 |
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