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Wickliffe Sanford Lyne

Cerity Partners LLC

Norfolk, VA

Richmond, VA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
SC RA APPROVED 2025-01-01
GA RA APPROVED 2022-07-25
NC RA APPROVED 2022-06-09
VA RA APPROVED 2022-06-09
  • FL RA
    APPROVED
    Since 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 2022-07-25
  • NC RA
    APPROVED
    Since 2022-06-09
  • VA RA
    APPROVED
    Since 2022-06-09

Branch Locations

150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States

7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Palladium Registered Investment Advisors Norfolk VA 08/2020 06/2022
Guggenheim Real Estate Llc Santa Monica CA 01/2017 06/2020
Guggenheim Partners Investment Management Santa Monica CA 08/2013 12/2016
Cerity Partners Llc New York NY 06/2022 06/2025
Cerity Partners Llc New York NY 06/2025 Present
  • 08/2020 → 06/2022
    Palladium Registered Investment Advisors
    Norfolk, VA
  • 01/2017 → 06/2020
    Guggenheim Real Estate Llc
    Santa Monica, CA
  • 08/2013 → 12/2016
    Guggenheim Partners Investment Management
    Santa Monica, CA
  • 06/2022 → 06/2025
    Cerity Partners Llc
    New York, NY
  • 06/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2020-09-25 → 2022-09-02
    Palladium Registered Investment Advisors
    Norfolk, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-25
  • S65 Uniform Investment Adviser Law Examination
    2020-09-25

View on SEC IAPD

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