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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-02 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
241 North Avenue W Third Floor, Suite 300, Westfield, NJ 07090 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED | 2022-12-02 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
241 North Avenue W Third Floor, Suite 300, Westfield, NJ 07090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Round Table Wealth Management | Westfield | NJ | 07/2012 | 11/2022 |
| Cerity Partners Llc | New York | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-08 |
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