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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-11 |
Branch Locations
Airport Tower, 188881 Von Karman Avenue Suite 950, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| First Foundation Advisors | Irvine | CA | 02/2016 | 08/2024 |
| Cerity Partners Llc | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-24 |
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