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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
7659 E. Pinnacle Drive Suite 100, Scottsdale, AZ 85255 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
7659 E. Pinnacle Peak Road Suite 100, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy Wealth Management | Scottsdale | AZ | 06/2021 | 05/2025 |
| Northwestern Mutual | Phoenix | AZ | 12/2001 | 06/2021 |
| Petrichor Asset Management Llc | Phoenix | AZ | 05/2024 | 04/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | Present |
| Cerity Partners Retirement Plan Consultants | New York | NY | 05/2025 | Present |
Chad Wing is a licensed insurance agent but is no longer active in the capacity of selling insurance products and does not earn commissions for the sale of any insurance products. However, Chad Wing continues to receive renewal commissions from the sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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