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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-13 |
Branch Locations
320 South Canal Street 44Th Floor, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| State Farm Insurance | Chicago | IL | 11/2019 | 02/2021 |
| Jpmorgan Chase | Chicago | IL | 08/2016 | 11/2019 |
| Unemployed | Chicago | IL | 03/2021 | 04/2021 |
| Metropolitan Family Services | Chicago | IL | 04/2021 | 03/2022 |
| Cerity Partners Retirement Plan Advisors | New York | NY | 04/2022 | 12/2024 |
| Cerity Partners Retirement Plan Advisors | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-11 |
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