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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-10 |
Branch Locations
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • 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 |
|---|---|---|---|---|
| Brouwer & Janachowski, Llc | Tiburon | CA | 04/2008 | 12/2021 |
| Cerity Partners Llc | Mill Valley | CA | 01/2022 | Present |
| Cerity Partners Retirement Plan Advisors | Mill Valley | CA | 01/2022 | Present |
Business Name: College of Marin Foundation Investment-Related: Yes Business Address: Kentfield, CA Nature of Business: College Endowment Fund Position: Finance committee member Start Date: Hours: 4 hours per year - outside of securities trading hours Duties: Review overall investments and grants Business Name: Novato Chamber of Commerce Investment-Related: No Business Address: Novato, CA Nature of Business: Promotes business in Novato Position: Finance committee member Start Date: 1/2020 Hours: 1 hour per month - outside of securities trading hours Duties: Review financial budget and make recommendations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-11 |
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