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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-25 |
Branch Locations
550 S. Winchester Blvd. Suite 350, San Jose, CA 95128 • 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 |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 07/2021 | 12/2024 |
| Indexiq Advisors Llc | New York | NY | 09/2016 | 06/2021 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
1) Business: The Peninsula College Fund; Investment-related: Yes; Address: Milpitas, CA; Nature of Business: Endowment fund for first-generation college students; Position/Title: Board of Directors; Start Date: 5/27/2025; Number of Hours: 2 per month outside of securities trading hours; Duties: Sit on the investment committee
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